Payout Periodic Payments Calculator

This tool will help you consider your periodic payment options.

Periodic payments are a series of scheduled withdrawals from your account. Payments can be structured as a fixed amount (e.g., $500 per month) or over a fixed period of time (e.g., over 15 years). Enter the commencement value or the portion of your retirement plan balance you want to consider for periodic payments. Then, enter the monthly dollar amount and number of years you want the calculator to consider.

After you've entered / confirmed your information below, press "Calculate" to determine your estimated payout periodic payments.

Input - Periodic Payments Assumptions
Commencement value: $
Period of time (years):  
Payout frequency:  
Dollar amount: $




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. Please note that Required Minimum Distribution amounts as well as federal and state tax withdrawal amounts are excluded for illustration purpose. 1 Rates of return will vary over time. Those investments offering a higher rate of return may also involve a higher degree of risk.

1For information regarding tax withholding requirements or rollover considerations as it pertains to your retirement plan account withdrawal, please contact MSRS at 1-800-657-5757.

Privacy and Security

© 2024 SS&C. All rights reserved.