Investment Distributions Calculator
Determine how large or how long distributions can last.
What This Number Means
This projection is only one part of the decision. Before you set a distribution amount, consider:
How large a distribution your portfolio can sustainably support
How long distributions can last at your chosen amount
Whether your withdrawal rate risks depleting the account early
How investment returns during withdrawals change the outcome
Whether adjusting the distribution amount extends the portfolio's life
How to Use This Calculator
1
Enter your account balance: Input your current investment account balance.
2
Add your desired distribution amount: Enter how much you'd like to withdraw periodically.
3
Set an expected rate of return: Enter an assumed investment return during the distribution period.
4
Review the sustainable outcome: See how large or how long your distributions can last.
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