Our Retirement Distribution Planner allows you to solve for any one of five variables that will affect your income during retirement. To find out how much you can withdraw annually, for example, enter the value of your portfolio, the number of years you expect to be in retirement, your after-tax return on investments, and the estimated rate of inflation. The calculator then determines the maximum amount you can withdraw annually throughout your retirement.

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The calculators provided on this website are intended to assist you in your financial planning, but are not intended to serve as your only basis for making investment decisions, and are not intended as investment advice. The results are hypothetical and are for illustrative purposes only. Actual results may vary. These results do not constitute a recommendation to buy or sell investments. For more complete guidance on your particular financial situation, consult a tax or financial adviser. Click here for additional terms and conditions.