Retirement Sustainable Withdrawal Rate Accumulation Projection | Retirement Sustainable Withdrawal Rate Accumulation Projection
This calculator compares:
(1) Desired annual income in retirement (adjusted for inflation), to
(2) The amount of annual income that might be generated based on projected retirement resources and a given intial portfolio withdrawal percentage.
This calculator assumes that all taxes due on retirement investment portfolio prior to retirement are paid with outside funds.
The calculator assumes that all distributions made in retirement are fully taxable at the specified tax rate.
This is a hypothetical example and is not intended to reflect the actual performance of any specific investment, nor is it an
estimate or guarantee of future value. Investment fees and expenses have not been deducted. If they had been, the results would
have been lower. When making an investment decision, investors should consider their personal investment horizons and income tax
brackets, both current and anticipated, as these may further impact the results of this comparison.
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.
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Any information provided has been prepared from sources believed to be reliable but is not guaranteed, does not represent all available data necessary for making investment decisions and is for informational purposes only.
This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT and VT. No offers may be made or accepted from any resident outside the specific states referenced. |
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025. |
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