INVEST   |  RETIREMENT CASH CALCULATOR

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

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

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