Investment Withdrawal

See how long an investment will last when you make regular withdrawals.
Current age
35
X
Input Error: Current Age
Enter a value less than or equal to .
Start withdrawals at age
65
Start Withdrawals at Age
Enter the current age if withdrawals start now.
X
Input Error: Start Age
Enter a value between and .
End withdrawals at age
90
X
Input Error: End Age
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.
Current investment value
65,000
Annual withdrawal amount starting at age
20,000
Withdrawals are made at the start or end of the year?
Index withdrawal to inflation rate of
2.00%
X
Input Error: Inflation Rate
Enter a value between and %.
Rate of return
4.00%
X
Input Error: Rate of Return
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
75
X
Input Error: Change Withdrawal at Age
Enter a value between 65 and .
Inflated withdrawal amount at above age
0
Percent of above amount needed
100.00%
X
Input Error: Percent of Above Amount Needed
Enter a value between 1 and 100%.
New withdrawal amount at age
0
Rate of return
4.00%
X
Input Error: Rate of Return
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
75
X
Input Error: Change Withdrawal at Age
Enter a value between 75 and 90.
Inflated withdrawal amount at above age
0
Percent of above amount needed
100.00%
X
Input Error: Percent of Above Amount Needed
Enter a value between 1 and 100%.
New withdrawal amount at age
0
Rate of return
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
X
Input Error: Start/End Age
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


Table


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