Will the Money Last?
This calculator lets you compare two investment scenarios to see how long your savings last.
| Scenario 1 | Scenario 2 | ||
| Starting investment balance |
250,000
|
250,000
|
|
| Rate of return (maximum value 16%) |
6.00%
|
8.00%
Input Error: Rate of return
Enter a value between and %. |
|
| Annual income |
20,000
|
20,000
|
|
| Inflation rate (maximum value 5%) |
2.00%
|
2.00%
|
Inflation rate
The annual income amount is indexed to this inflation rate.
Input Error: Inflation rate
Enter a value between and %.
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 |
Assumptions
Annual income is withdrawn as a lump sum at the start of each year. Investment growth is tax-deferred.
Disclaimer
Annual income is withdrawn as a lump sum at the start of each year. Investment growth is tax-deferred.
Disclaimer
