What's left for your heirs.
A worked example
Starting figures
- Pot
- $900,000
- Yearly withdrawal
- $40,000
- Return
- 5.5%
- Years in retirement
- 25
What it returns
- Estate remaining
- $1,273,414
- Total withdrawn
- $1,000,000
- Growth over the period
- $1,373,414
How to read the results
With the defaults above, estate remaining works out at $1,273,414.