JAS Financial Services, LLC
Joseph A Smith, CPA/ PFS, JD, AEP®
Member
790 West Frontage Road #603
Northfield, IL 60093
847-328-8011
joe@jasfinancialllc.com
https://jasfinancialllc.com/
 
 




Portfolio Withdrawal Calculator
Portfolio Withdrawal Calculator

You might be considering what percentage of a portfolio can be safely withdrawn each year without risk of early depletion.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.


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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 of mathematical principles, 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. All investments are subject to market fluctuations, risk, and loss of principal.

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


The foregoing is provided for information purposes only.  It is not intended or designed to provide legal, accounting, tax, investment or other professional advice.  Such advice requires consideration of individual circumstances.  Before any action is taken based upon this information, it is essential that competent, individual, professional advice be obtained.  JAS Financial Services, LLC is not responsible for any modifications made to this material, or for the accuracy of information provided by other sources. 

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.