Will the Money Last?

Use this calculator to see how long
your money will provide you with an
annual income.

Scenario 1 Scenario 2
Starting investment balance
250,000
250,000
Rate of return
6.00%
8.00%
Annual income
20,000
20,000
Inflation rate
2.00%
2.00%
How long will the money last?
Inflation rate

The annual income amount is indexed to this inflation rate.
How long will the money last?

Withdrawals are calculated for a maximum period of 50 years.
X
Inflation rate

This inflation rate is used to index the annual fixed payment.
X
Input Error: Rate of return

The maximum rate of return you can enter is 15.00%.
X
Input Error: Inflation rate

The maximum inflation rate you can enter is 5.00%.
How long will the money last?

17.0
years
21.0
years
Scenario 1Scenario 2
Show schedule for which scenario?





 

Assumptions
Annual income is withdrawn as a lump sum at the start of each year. Investment growth is tax-deferred.

Disclaimer
This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results. ©Copyright 2016 Ativa Interactive Corp. All rights reserved. Powered by Ativa.com.