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Retirement Strategy Calculator  
     
     
Assumptions & Conditions
Inflation Rate
Current Age
Regular Investment Account
  Tax Sheltered Investment Account   Current Balance Fixed Income  
Annually (1)
Current Balance Equities
Monthly (12) Current Balance Fixed Income
Begin Redemptions at this Age
Semi-Monthly (24) Current Balance Equities
Bi-Weekly (26) Begin Redemptions at this Age Regular Withdrawal Amount
Weekly (52)
Regular Withdrawal Frequency
Regular Withdrawal Amount
Regular Withdrawal Frequency
Expected Return (Fixed Income)
Expected Total Return (Equities)
Expected Return (Fixed Income)
Expected Dividend Yield
  Expected Total Return (Equities)      
  Expected Dividend Yield   Tax Rate (Income)    
    Tax Rate (Dividends)    
  Marginal Tax Rate     Tax Rate (Capital Gains)  
         
         
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    Tax Sheltered Account Regular Investment Account  
1 Age Regular Payment Withdrawal Growth Balance Taxes Disposable Income Unique Withdrawal Regular Payment Disposable Income Unique Withdrawal 1
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  Tax Sheltered Investment Account  
  Opening Balance Trades Returns  
1 Age Total Balance Cash Fixed Income Equities Cash Fixed Income Equities Interest Income Dividends Equities Growth Cash Generated Taxes  
  Regular Investment Account  
  Opening Balance Trades Returns  
1 Age Total Balance Cash Fixed Income Equities Cash Fixed Income Equities Interest Income Dividends Equities Growth Cash Generated Taxes  
  All results are calculated based on the input variables provided by the user, and assumptions that are believed to be reasonable. UltimateCalculators.com does not make any express or implied warranties with respect to the information or results in connection to this, or any other calculator. UltimateCalculators.com will not be held liable for any losses or damages resulting from any errors or omissions in any information or results, or any action or decision made by users in reliance on any information or results. Please consult Instructions & Assumptions for further details.  
© Copyright UltimateCalculators.com 2010, All Rights Reserved.
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