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Calculators


Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

Calculator: Print This Page
Portfolio Withdrawal Calculator
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You might be considering what percentage of a portfolio can be safely withdrawn each year without risk of early depletion. This calculator allows you to illustrate the impact of time horizons, inflation assumptions, and investment returns on your investment portfolio.




This calculator does not take into account the effect of federal or state taxes, or any investment fees or expenses.

This is a hypothetical example, intended for illustration purposes only; it does not reflect the performance of any specific investment or portfolio.

This illustration assumes a fixed annual rate of return; the rate of return on your actual investment portfolio will be different, and will vary over time, according to actual market performance. This is particularly true for long-term investments.

It is important to note that investments offering the potential for higher rates of return also involve a higher degree of risk to principal.

Portfolio Withdrawal Calculator Charts

Your annual withdrawals, adjusted for inflation, come from a combination of earnings of 6% and a draw down of principal, if needed.

Based on the above information, your portfolio would be expected to provide the desired withdrawals.



    Assumptions

  • This calculator does not take into account the effect of federal or state taxes, or any investment fees or expenses.
  • This is a hypothetical example, intended for illustration purposes only; it does not reflect the performance of any specific investment or portfolio.
  • This illustration assumes a fixed annual rate of return; the rate of return on your actual investment portfolio will be different, and will vary over time, according to actual market performance. This is particularly true for long-term investments.
  • It is important to note that investments offering the potential for higher rates of return also involve a higher degree of risk to principal.
©2017 Broadridge Investor Communication Solutions, Inc. All rights reserved.


 
 
 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.
 


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