|Summit Benefit Solutions, Inc.|
Director of Business Development
630 Lexington Ave.
Mansfield, OH 44907
|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.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
|Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.