Investment Withdrawal Calculator

Once you’ve managed to build up your savings for your retirement, you may need to start withdrawing some of those funds to pay for your retirement lifestyle. The Investment Withdrawal calculator will indicate how much more capital you will need to achieve your goal.


Calculate how long an investment will last when you make regular withdrawals.

The Investment Withdrawal calculator considers your age, investment value, inflation and rate of return to determine if you will have enough money to fund your retirement. Opt to calculate growing your investment before starting withdrawals, or adding a lump sum withdrawal or addition. Calculate additional scenarios for comparison.

Investment Withdrawal 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.

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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