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%
X
Input Error: Rate of return

The maximum rate of return you can enter is 15.00%.
Annual income
20,000
20,000
Inflation rate
2.00%
2.00%
Inflation rate

The annual income amount is indexed to this inflation rate.
X
Input Error: Inflation rate

The maximum inflation rate you can enter is 5.00%.
X
Inflation rate

This inflation rate is used to index the annual fixed payment.
How long will the money last?
How long will the money last?

Withdrawals are calculated for a maximum period of 50 years.
How long will the money last?

Scenario 1
17.0
years
Scenario 2
21.0
years
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Annual income is withdrawn as a lump sum at the start of each year.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
These calculators are for informational and educational purposes only. They do not constitute investment advice and you should seek your own legal, tax and investment advice. The results are hypothetical and may not reflect the actual growth of your own investments. Fees, commissions and expenses may not be reflected in the calculations.