Account Balance

Select the balance closest to what you expect to have for your account balance at retirement.

Desired Monthly Income *

Check the row for the amount you would like to withdraw to see the number of years your investment could last* if your average annual investment return was 2%, 4% or 6%.


Desired Monthly Income Number of Years *
2% 4% 6%
$500 Sample Sample Sample
$1,000 Sample Sample Sample
$1,500 Sample Sample Sample
$2,000 Sample Sample Sample
$2,500 Sample Sample Sample
$3,000 Sample Sample Sample
$3,500 Sample Sample Sample
$4,000 Sample Sample Sample
Desired Monthly Income Number of Years *
2% 4% 6%
$500 3.26 3.40 3.56
$1,000 1.65 1.69 1.73
$1,500 1.10 1.12 1.15
$2,000 0.83 0.84 0.86
$2,500 0.66 0.67 0.68
$3,000 0.55 0.56 0.57
$3,500 0.47 0.48 0.49
$4,000 0.41 0.42 0.43
Desired Monthly Income Number of Years *
2% 4% 6%
$500 6.43 6.93 7.52
$1,000 3.26 3.40 3.56
$1,500 2.19 2.26 2.33
$2,000 1.65 1.69 1.73
$2,500 1.32 1.35 1.38
$3,000 1.10 1.12 1.15
$3,500 0.94 0.96 0.98
$4,000 0.83 0.84 0.86
Desired Monthly Income Number of Years *
2% 4% 6%
$500 9.50 10.57 11.99
$1,000 4.86 5.15 5.48
$1,500 3.26 3.40 3.56
$2,000 2.46 2.54 2.63
$2,500 1.97 2.03 2.09
$3,000 1.65 1.69 1.73
$3,500 1.41 1.45 1.48
$4,000 1.24 1.26 1.29
Desired Monthly Income Number of Years *
2% 4% 6%
$500 12.48 14.35 17.12
$1,000 6.43 6.93 7.52
$1,500 4.33 4.57 4.83
$2,000 3.26 3.40 3.56
$2,500 2.62 2.71 2.82
$3,000 2.19 2.26 2.33
$3,500 1.88 1.93 1.99
$4,000 1.65 1.69 1.73
Desired Monthly Income Number of Years *
2% 4% 6%
$500 15.37 18.27 23.14
$1,000 7.97 8.73 9.68
$1,500 5.38 5.74 6.15
$2,000 4.06 4.27 4.51
$2,500 3.26 3.40 3.56
$3,000 2.73 2.83 2.94
$3,500 2.34 2.42 2.50
$4,000 2.05 2.11 2.18
Desired Monthly Income Number of Years *
2% 4% 6%
$500 25.56 34.46 65.97
$1,000 13.57 15.80 19.26
$1,500 9.25 10.26 11.60
$2,000 7.01 7.60 8.32
$2,500 5.65 6.03 6.49
$3,000 4.73 5.00 5.32
$3,500 4.06 4.27 4.51
$4,000 3.57 3.73 3.91
Desired Monthly Income Number of Years *
2% 4% 6%
$500 34.82 53.65 ongoing
$1,000 18.88 23.39 32.51
$1,500 12.97 14.99 18.06
$2,000 9.87 11.04 12.59
$2,500 7.97 8.73 9.68
$3,000 6.69 7.22 7.87
$3,500 5.76 6.16 6.63
$4,000 5.06 5.37 5.73
Desired Monthly Income Number of Years *
2% 4% 6%
$500 48.61 96.61 ongoing
$1,000 27.16 37.42 83.95
$1,500 18.88 23.39 32.51
$2,000 14.48 17.03 21.15
$2,500 11.74 13.39 15.77
$3,000 9.87 11.04 12.59
$3,500 8.52 9.38 10.49
$4,000 7.49 8.16 8.99
Desired Monthly Income Number of Years *
2% 4% 6%
$500 60.76 171.37 ongoing
$1,000 34.82 53.65 ongoing
$1,500 24.47 32.53 57.67
$2,000 18.88 23.39 32.51
$2,500 15.37 18.27 23.14
$3,000 12.97 14.99 18.06
$3,500 11.21 12.71 14.83
$4,000 9.87 11.04 12.59
Desired Monthly Income Number of Years *
2% 4% 6%
$500 98.65 ongoing ongoing
$1,000 60.76 171.37 ongoing
$1,500 44.22 80.23 ongoing
$2,000 34.82 53.65 ongoing
$2,500 28.74 40.47 123.17
$3,000 24.47 32.53 57.67
$3,500 21.32 27.21 41.19
$4,000 18.88 23.39 32.51
Desired Monthly Income Number of Years *
2% 4% 6%
$500 147.98 ongoing ongoing
$1,000 98.65 ongoing ongoing
$1,500 75.01 ongoing ongoing
$2,000 60.76 171.37 ongoing
$2,500 51.16 107.85 ongoing
$3,000 44.22 80.23 ongoing
$3,500 38.95 64.22 ongoing
$4,000 34.82 53.65 ongoing