Variable Income Withdrawal Calculator – Concept Toolkit

This calculator in Concept Toolkit lets you withdraw money from a lump sum amount using different income amounts over time.

For example, some clients may require more income early in retirement and then gradually less as they get older.

Where is the calculator?
The Income Withdrawal Calculator is found in the Retirement section of Concept Toolkit.


What does it look like?
The calculator produces a withdrawal table with the assumptions at the top.


Data Entry Screen
You can customize the title of the calculator and select up to 5 different income withdrawal amounts and time periods.