Income My 401(k) May Provide

Grow a 401(k) to retirement, then see the sustainable income it produces.

Your numbers

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Retirement income

Sustainable annual income
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Projects the balance to retirement and applies your withdrawal rate. Withdrawals from a traditional 401(k) are taxed as income.
About this calculator

Income My 401(k) May Provide

A 401(k) retirement income calculator projects your account balance to retirement, then shows the sustainable annual and monthly income it can produce at your chosen withdrawal rate.

From balance to paycheck

A 401(k) balance is only meaningful as the income it produces. Applying a safe withdrawal rate, commonly 4%, converts the projected balance into a yearly income you could draw with reasonable confidence of not running out. This reframes 'how much have I saved' as the more useful 'how much can I spend.'

Remember the tax bite

Withdrawals from a traditional 401(k) are taxed as ordinary income, so the sustainable income shown here is pre-tax, your spendable amount is lower. A Roth 401(k) flips this: contributions are taxed now and qualified withdrawals are tax-free. Factoring taxes in is essential when translating a balance into real spending power.

How to use it

  1. Enter your current age, retirement age, and 401(k) balance.
  2. Add your monthly contribution and expected return.
  3. Set a withdrawal rate.
  4. See the projected balance and the income it supports.

Frequently asked questions

How much income will my 401(k) provide?

Project the balance to retirement and apply a withdrawal rate, about 4% a year is common. The calculator shows the annual and monthly income, before tax.

Is 401(k) income taxed?

Traditional 401(k) withdrawals are taxed as ordinary income. Roth 401(k) withdrawals are tax-free if qualified. The income shown here is pre-tax.

What withdrawal rate is safe?

Around 4% of the starting balance, adjusted for inflation, is a common guideline for a roughly 30-year retirement. Lower rates are more conservative.

See the exact formula and a worked example on our methodology page.

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