Financial Independence Calculator

Calculate your target portfolio or required monthly payments based on the Safe Withdrawal Rate (SWR) principle.

Calculate Target Portfolio Size

Find out how large your portfolio needs to be.

P = (m * 12) / y

%

Required Portfolio Size (P)

€1,200,000

Calculate Monthly Payment

Find out the monthly income a portfolio can generate.

m = (P * y) / 12

%

Sustainable Monthly Payment (m)

€4,000