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Calculators


Use the calculators on this page to find the mathematical answer to the most commonly asked questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

Calculator: Print This Page
Portfolio Withdrawal Calculator
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You might be considering what percentage of a portfolio can be safely withdrawn each year without risk of early depletion.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.




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, 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.

It is important to note that investments offering the potential for higher rates of return also involve a higher degree of risk to principal.

Portfolio Withdrawal Calculator Charts

Your annual withdrawals, adjusted for inflation, come from a combination of earnings of 6% and a draw down of principal, if needed.

Based on the above information, your portfolio would be expected to provide the desired withdrawals.



    Assumptions

  • 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, 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.
  • 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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Investment products and services available only to residents of:  New York, Florida, California, Maine, Massachusetts,Colorado, New Jersey, Connecticut, Virginia, South Carolina, Washington, Georgia, Maryland, Alabama and Indiana .

Securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC
110 West Fayette Street, 5th Floor, Syracuse, NY 13202

Diversified Capital Management, LLC and ETFidea, LLC  are not affiliated with Cadaret, Grant & Co., Inc.



This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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