INVEST | RETIREMENT CASH CALCULATOR
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