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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