Personal Finance Calculator

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Calculate Portfolio Balance with Yearly Withdrawl

(For 30 years calculation, click here)

(Type only numbers in the boxes, do not put $ or , or any characters)
Initial Amount: $
Yearly Withdrawl: $
Annual Rebalancing: NO YES
Inflation Adjustment: NO YES

Asset Allocation:

Equity: Fixed Income: %
(Total allocation should be 100%)


Equity Return(%) Fixed Income Return(%) Inflation rate(%)
Year 1: % % %
Year 2: % % %
Year 3: % % %
Year 4: % % %
Year 5: % % %
Year 6: % % %
Year 7: % % %
Year 8: % % %
Year 9: % % %
Year 10: % % %
Year 11: % % %
Year 12: % % %
Year 13: % % %
Year 14: % % %
Year 15: % % %
Year 16: % % %
Year 17: % % %
Year 18: % % %
Year 19: % % %
Year 20: % % %








DISCLAIMER
Owner of the CapitalCalc web site does not warrant the correctness or accuracy of the calculators. All the calculations provided on this site are for informational and entertainment purposes only and do not constitute professional financial calculations or advice. Consult a qualified professional for any form of investment, tax and personal finance calculation and advice
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