Depletion Calculator

Now that you are near retirement, selecting the right distribution option is critical and knowing how long your money will last will help make the decision easier.

This tool will assist with your retirement planning by demonstrating:

• Given a balance amount, how much you can withdraw each year -OR-
• How long a given balance will last in your retirement -OR-
• Given a retirement income need, show you how much money you will need to have at retirement.

Click one of the options above to select how you want to use the tool.

Note: The options do not consider Social Security amounts in the retirement income calculations.

The calculators provide hypothetical examples and are not intended to represent past or future performance of a specific investment which cannot be predicted or guaranteed, or to provide specific advice to any individual. Rates of return will vary over time. Those investments offering a higher rate of return also involve a higher degree of risk.

All results are hypothetical in nature. Investing involves risk including the potential for loss of principal. Past performance is not a guarantee of future results. Your actual investment experience will vary.

Any investment involves risk and there is no assurance that the investment objective of any investment option will be achieved. Before investing, understand that your investments are subject to market risk, including possible loss of principal.