Retirement Income Calculators

Investment Schedule Calculator

Use this calculator to help determine how much you need to save every month, at various interest rates and over various periods, in order to accumulate a certain sum of money.

Do not insert commas between the numbers to designate thousands. (i.e. enter 1000 not 1,000.) Please read the disclaimer below.

Total invested each month: $
Number of years until retirement:  
Interest rate on savings: %

Total amount invested:
Total with interest:


Withdrawal Schedule Calculator

Use this calculator to help determine how much you may withdraw every month from your savings, at various interest rates and over various periods of time.

Do not insert commas between the numbers to designate thousands. (i.e. enter 10000 not 10,000.) Please read the disclaimer below.

Beginning balance: $
Number of years withdrawn:
Interest rate on savings: %

Total:


These calculators show hypothetical illustrations and are not representative of the performance of any FPPA fund. Examples do not calculate the effect of taxes. These calculators are not meant as investment advice. Regular investing does not guarantee a profit or protect against loss in a declining market. Investors should consider their ability to continue purchasing shares during periods of low price levels. The value and principal of your investment will fluctuate with market conditions, which may result in a loss of principal.