Investment Withdrawal
See how long an investment will last when you make regular withdrawals.
Current age
Start withdrawals at age
End withdrawals at age
Current investment value (maximum value $10,000,000)
Annual withdrawal amount starting at age
Index withdrawal to inflation rate of (maximum value %)
Rate of return (maximum value %)
Table
|
35
Input Error: Current Age
Enter a value less than or equal to . |
|
65
Start Withdrawals at Age
Enter the current age if withdrawals start now.
Input Error: Start Age
Enter a value between and . |
|
90
Input Error: End Age
Enter a value greater than . |
|
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
|
|
2.00%
Input Error: Inflation Rate
Enter a value between and %. |
|
4.00%
Input Error: Rate of Return
Enter a value between and %. |
|
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
Input Error: Change Withdrawal at Age
Enter a value between 65 and . |
| Inflated withdrawal amount at above age |
0
|
|
100.00%
Input Error: Percent of Above Amount Needed
Enter a value between 1 and 100%. |
| New withdrawal amount at age |
0
|
|
4.00%
Input Error: Rate of Return
Enter a value between and . |
|
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
Input Error: Change Withdrawal at Age
Enter a value between 75 and 90. |
| Inflated withdrawal amount at above age |
0
|
|
100.00%
Input Error: Percent of Above Amount Needed
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
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
|
|
|
$16,000
$12,000
$8,000
$4,000
$0
Table
Disclaimer
