Peterson Wealth Services, Inc.
Billy Peterson, CFP®, CDFA®
Shaun R. Peterson, FA, CDFA®
1523 East Skyline Dr
Suite C
So. Ogden, UT 84405
801-475-4002
Fax: 801-475-4015
Billy.Peterson@RaymondJames.com
http://petersonws.com
 
 




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You might be considering what percentage of a portfolio can be safely withdrawn each year without risk of early depletion.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.


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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.



This information, developed by an independent third party, has been obtained from sources considered to be reliable, but Raymond James Financial Services, Inc. does not guarantee that the foregoing material is accurate or complete. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable for all investors. The material is general in nature. Past performance may not be indicative of future results. Raymond James Financial Services, Inc. does not provide advice on tax, legal or mortgage issues. These matters should be discussed with the appropriate professional.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
 


Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.