Will the Money Last Calculator

The most important premise of retirement planning is simply to determine if the money will last. Will the Money Last calculator allows you to compare two scenarios considering a starting balance, rate of return, income, and inflation.

Will the Money Last calculator

Calculate how long your money will provide you with an annual income.

Enter a starting investment balance, grow it at your rate of return and withdraw an annual income, indexed for inflation. This tool will calculate how long the money will last and when it will run out. Show two scenarios side by side. Results are illustrated with a table.

For a reverse approach, try the Capital Required calculator. For more detailed retirement planing, try the Retirement Planning calculator.

Will the Money Last Calculator

Companion Infographic

Planning for retirement involves trade-offs. This FreshPlan infographic illustrates 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 calculator 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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