|Summit Benefit Solutions, Inc.|
Director of Business Development
630 Lexington Ave.
Mansfield, OH 44907
|Portfolio Withdrawal Calculator
|Portfolio Withdrawal Calculator|
You might be considering what percentage of a portfolio can be safely withdrawn each year without risk of early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.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.
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. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
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.
|Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.