Variable percentage withdrawal, explained

VPW spends a rising share of the remaining balance as the horizon shortens, so the plan aims to spend the money rather than preserve it forever.

The remaining-horizon annuity

Variable percentage withdrawal does not start at the assumed return. Year one of a 40-year plan at 3.5% real is the 40-year annuity factor, which is smaller than 3.5%. As years left fall, the percentage rises, so the rule tries to spend the balance rather than preserve it for an heir. That is the design, not a bug.

Ruin, in the “portfolio hits zero” sense, is not how VPW fails. Income floats. A bad decade cuts the cheque. The risk moved from insolvency to lifestyle. Households that need a floor should not use VPW as the only rule.

Run it

The variable percentage withdrawal calculator is the identity, plus an optional 1,000-path band on last-year spending. Merton is the cousin that also picks a risky share from risk aversion. Both live on the nine-rule hub.

The assumed return

Bogleheads VPW worksheets commonly use something like 3% to 3.5% real for a stock-heavy mix. A higher assumed return spends more now and leaves less later. It is a knob, not a forecast. Changing it on the calculator is the whole point of having the page.

Frequently asked questions

What is variable percentage withdrawal?
Each year withdraw the remaining-horizon annuity of the current portfolio at an assumed real return. The percentage rises as years left fall, so a 40-year 3.5% plan does not start at 3.5%.
Can VPW exhaust the portfolio?
Not by the rule itself: income floats with the balance. Lifestyle risk replaces ruin risk. That is the trade.