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Calculators


Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching 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You might be considering what percentage of a portfolio can be safely withdrawn each year without risk of early depletion.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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Marty R. Henne, CFP® is an Investment Advisor Representatives of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., Member 
FINRASIPC and Registered Investment Advisor. Insurance offered through The Henne Financial Group, LLC.  The Henne Financial Group and Woodbury Financial are not affiliated entities.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

This site may contain links to articles, comments, or other information from a third party. Woodbury Financial Services, Inc. and its affiliates do not endorse or accept responsibility of third party content. This content has not been reviewed by Woodbury Financial Services, Inc. or its affiliates for completeness or accuracy.

The Henne Financial Group advisors are compensated on a commission and/or fee basis depending on the clients' best interest.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, IN, ME, MA, MI, MT, NE, NJ, NC, PA, SC, SD, TN, TX, UT, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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