How to use this calculator
- Enter the starting principal.
- Choose return, payout years, and payment frequency.
- Optionally include inflation and survivor assumptions.
- Review estimated payout and lifetime income.
Estimate monthly or annual payout from a lump sum over a selected payout period.
Estimate monthly or annual payout from a lump sum over a selected payout period. The result is an estimate for planning and comparison. It does not replace professional financial advice.
This calculator estimates the result from the values you enter. Adjust the assumptions to compare scenarios before making decisions.
This calculator estimates the result from the values you enter. Adjust the assumptions to compare scenarios before making decisions.
This calculator estimates the result from the values you enter. Adjust the assumptions to compare scenarios before making decisions.
This calculator estimates the result from the values you enter. Adjust the assumptions to compare scenarios before making decisions.
This calculator estimates the result from the values you enter. Adjust the assumptions to compare scenarios before making decisions.