BEAM Wealth Advisors, Inc.
Scott Bordelon, CFP®, AAMS®, BFA™, AIF®
Chief Investment Officer
72096 Ramos Ave., Ste. D
Covington, LA 70433
800-256-5221 x102
FAX 888-453-5977
sbordelon@beamwealth.com
www.beamwealth.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You might be considering what percentage of a portfolio can be safely withdrawn each year without risk of early depletion.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.


Investment Advice offered through BEAM Wealth Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. BEAM Wealth Advisors, Inc. and Purshe Kaplan Sterling Investments are separate entities and not affiliated companies.

This newsletter should not be considered as providing tax or legal advice, while tax and legal matters are often discussed. This information has been provided from sources and data believed to be reliable but is not guaranteed by your advisor, BEAM Wealth Advisors, Inc. or Purshe Kaplan Sterling Investments. This newsletter is provided by BEAM Wealth Advisors, Inc. and should not be construed as investment or tax advice. For specific advice, please contact us for an appointment.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) or investment strategy that may be appropriate for you, consult your financial adviser prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. 

This communication is strictly intended for individuals residing in the state(s) of AL, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NV, NH, NJ, NY, NC, ND, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2024.