Calculator for Managing Your Cash in retirement

We invite you to this calculator to assess how long you might be able to draw a fixed monthly amount from your investment before your savings have been consumed.

To assess or re-assess your position, use the following steps:

(a) Enter the Initial Sum you may wish to manage
(b) Enter the Return % you expect First Mortgage Trust to be paying during the next year. This rate will vary according to market conditions.
(c) Enter an anticipated Inflation% (e.g. CPI increase)
(d) Enter the amount of the Monthly Withdrawal you would like to have paid automatically to your nominated bank account.
(e) Enter your anticipated Tax Rate %

The calculator will show how long it will take to consume your original Initial Sum


How to join Managing your cash in retirement plan? Simply CLICK HERE to download, print and return to us completed.

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