Current age
Start withdrawals at age
End withdrawals at age
Current investment value
Annual withdrawal amount starting at age
Index withdrawal to inflation rate of
Rate of return
35
Enter a value less than or equal to . |
65
Start Withdrawals at Age
Enter the current age if withdrawals start now. Enter a value between and . |
90
Enter a value greater than . |
Enter the current investment value or calculate a future value? |
Enter or calculate investment value
Select Calculate if the investment will grow between now and the start age for withdrawals. Otherwise select Enter. |
65,000
|
20,000
|
Withdrawals are made at the start or end of the year? |
2.00%
Enter a value between and %. |
4.00%
Enter a value between and %. |
Change withdrawal amount or rate of return? |
Change Annual Withdrawal Amount?
Click Yes if you want to change the withdrawal amount or rate of return. You can do this twice for a total of three different withdrawal/return amounts. |
Change withdrawal at age
Percent of above amount needed
Rate of return
75
Enter a value between 65 and . |
Inflated withdrawal amount at above age |
0
|
100.00%
Enter a value between 1 and 100%. |
New withdrawal amount at age |
0
|
4.00%
Enter a value between and . |
Change annual withdrawal amount again? |
Change Annual Withdrawal Amount?
Click Yes if you want to change the withdrawal amount or rate of return. You can do this twice for a total of three different withdrawal/return amounts. |
Change withdrawal at age
Percent of above amount needed
Rate of return
75
Enter a value between 75 and 90. |
Inflated withdrawal amount at above age |
0
|
100.00%
Enter a value between 1 and 100%. |
New withdrawal amount at age |
0
|
4.00%
|
Other investments or withdrawals
Other Investments or Withdrawals
Enter other investment amounts or withdrawals. For single year amounts, enter the same Start Age and End Age. |
Type | Amount | Indexed at | Start Age | End Age |
Other 1
|
|
0
|
2.00%
|
65
|
90
Enter a value between and . |
Other 2
|
|
0
|
2.00%
|
65
|
90
|
Other 3
|
|
0
|
2.00%
|
65
|
90
|
Other 4
|
|
0
|
2.00%
|
65
|
90
|
Inflate other investments/withdrawals between now and the Start Ages entered above? |
|
$16,000
$12,000
$8,000
$4,000
$0
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