DJR Financial Services, Inc.
Daniel Porter, MBA
Financial Planner
2480 Stearns Street
Simi Valley, CA 93063
805-527-2430
dan@djrfs.com
www.DJRFS.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You might be considering what percentage of a portfolio can be safely withdrawn each year without risk of early depletion.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.



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