WealthTogether Investments
SWP Calculator
Estimate a monthly withdrawal plan, see how your remaining corpus may change, and understand its projected longevity.
Explore your scenario
Adjust the assumptions to see how the picture changes.
Your results will appear here.
Enter your assumptions and calculate a scenario to see the summary, chart, and year-by-year projection.
Estimates are illustrative and depend on the assumptions entered. They are for educational planning only and are not investment, tax, or legal advice.
How this estimate works
The expected annual return is divided by 12 and compounded monthly. The corpus earns the assumed monthly return before each month-end withdrawal. The exhaustion estimate uses the same fixed withdrawal and return assumptions; it is shown separately from the selected chart period when depletion falls later. Returns, fees, taxes, and withdrawal amounts can vary in real portfolios, so actual results may differ.