Financial Calculators

Knowing is half the battle.

When it comes to spending your money, it never hurts to see what could happen. Our calculators offer a glimpse into various possible scenarios based on your unique situations. (We're not saying we can tell the future, but we just might be generating alternate universes.)

Choose one of the goal categories below to start, then get in touch with our team to make it happen.

What rate do I need to support my retirement?

Use this calculator to find out what rate of return you would need to make recurring withdrawals of a specified amount from an account.

All fields are required.

Starting balance

Withdrawal amount

Number of withdrawals

Withdrawal period

Show amortization schedule

Calculator Results

You will need a rate of 3.031 % to make 150 Monthly savings withdrawals in the amount of $2,000.00.

Calculator tips

This calculator computes a hypothetical rate based on the numbers entered. However, it does not indicate whether such a rate can actually be attained.

This calculator assumes that periodic withdrawals will start on the first day of the current month and that Daily compounding is used for the accrual of interest on your savings.

Calculator disclaimer

The information provided by these calculators is intended for illustrative purposes only and is not intended to purport actual user-defined parameters. The default figures shown are hypothetical and may not be applicable to your individual situation. Be sure to consult a financial professional prior to relying on the results.

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