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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.

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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You might be considering what percentage of a portfolio can be safely withdrawn each year without risk of early depletion.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 of mathematical principles, 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. All investments are subject to market fluctuations, risk, and loss of principal.

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 of mathematical principles, 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. All investments are subject to market fluctuations, risk, and loss of principal.
  • 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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 IMPORTANT DISCLOSURES

CoreCap Investments, Inc., is a member of FINRA/SIPC and does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.

This website does not constitute an offer to sell or a solicitation of offers to purchase or sell securities in any jurisdiction in which CoreCap Investments, Inc., is not registered as a broker-dealer.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Further, nothing on this site is intended to be, or to be relied upon as, tax, legal, or investment advice. Investors should consult with their own tax, legal, and investment professionals.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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