| Scenario 1 | Scenario 2 | ||
| Starting investment balance |
250,000
|
250,000
|
|
| Rate of return |
6.00%
|
8.00%
|
|
| Annual income |
20,000
|
20,000
|
|
| Inflation rate |
2.00%
|
2.00%
|
|
| How long will the money last? |
|
Inflation rate
The annual income amount is indexed to this inflation rate.
The annual income amount is indexed to this inflation rate.
How long will the money last?
Withdrawals are calculated for a maximum period of 50 years.
Withdrawals are calculated for a maximum period of 50 years.
Inflation rate
This inflation rate is used to index the annual fixed payment.
This inflation rate is used to index the annual fixed payment.
Input Error: Rate of return
The maximum rate of return you can enter is 15.00%.
The maximum rate of return you can enter is 15.00%.
Input Error: Inflation rate
The maximum inflation rate you can enter is 5.00%.
The maximum inflation rate you can enter is 5.00%.
How long will the money last?
| 17.0 years |
21.0 years |
||
| Scenario 1 | Scenario 2 |
Show schedule for which scenario?
Assumptions
Annual income is withdrawn as a lump sum at the start of each year. Investment growth is tax-deferred.
Disclaimer
This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results. ® The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under license.
Annual income is withdrawn as a lump sum at the start of each year. Investment growth is tax-deferred.
Disclaimer
This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results. ® The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under license.
Will the Money Last?
Use this calculator to see how long your money will provide you with an annual income.
| Scenario 1 | Scenario 2 | |
|---|---|---|
| Starting investment balance | $100,000 | $100, 000 |
| Rate of return: | 6.00% | |
| Annual income: | $20,000 | $20,000 |
| Inflation rate: | 2.00% |
Assumptions
Annual income is withdrawn as a lump sum at the start of each year. Investment growth is tax-deferred.
Disclaimer
This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results.
The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under license.
Annual income is withdrawn as a lump sum at the start of each year. Investment growth is tax-deferred.
Disclaimer
This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results.
The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under license.