Capital Required Calculator

When planning for income in retirement, it’s important to know how much capital you will need now, to allow for the growth to be ready in the future. This Capital Required calculator will determine the lump sum amount needed now to provide for that income.

Retirement Planning calculator

Calculate how much capital is needed to generate an annual income.

After determining what after-tax income you require to live on, indexed for inflation, calculate the lump sum amount needed now to provide for that income. This Capital Required calculator considers income, taxes, rate of return, investment type, and your timeline to generate the annual income needed. Protecting against inflation is also a factor.

NOTE: For a reverse approach, try the Will the Money Last calculator.

Capital Required Calculator

Companion Infographic

Planning for retirement involves trade-offs. This FreshPlan infographic illustrated the amount of capital required will depend on a number of variables. This infographic can trigger great conversations with clients about their expectation for their retirement.

Retirement Trade Offs


These consumer-facing financial calculators can be embedded in your web site quickly and easily.

Calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.

Full Branding
Calculators can be fully branded according to your branding style guide. You’ll be up and running with a quick turnaround.

Calculators are available in English and French. 

The calculators can be viewed for free up to five (5) times.
To use the full-featured versions of these calculators in FreshPlan, please contact us.

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