Investment Savings & Distributions

Estimate how long your investment savings will last once withdrawals begin.

  • Methods explained
  • Save scenarios
  • Compare saved scenarios
  • Household prefill

Personal Information

Savings & Returns

$
$
%
%
$

Retirement Analysis

Value at Retirement$3,329,112
Years of Income30
Total Distributed$1,800,000
Potential Shortfall$0
How it works›

Model and assumptions. Projects the balance under the entered return, contributions and withdrawals. Each period adds investment growth and subtracts the scheduled distribution. A constant-return projection omits sequence-of-returns risk; taxes and inflation matter only where the page includes them.OpenStax: time value of moneyOpenStax: annuity formulas