Savings Distribution Calculator

This calculator is designed to help you determine how much of your savings remains after a series of withdrawals. Enter your starting amount, how much to withdraw and how often and the tool will calculate your expected final balance.

JavaScript is required for this calculator. If you are using Internet Explorer, you may need to select to 'Allow Blocked Content' to view this calculator.

For more information about these financial calculators please visit: Dinkytown.net Financial Calculators from KJE Computer Solutions, Inc.

Please note that the information contained herein is general in nature, has been obtained from various sources believed to be reliable and is subject to changes in the Internal Revenue Code, as well as other areas of law. It is intended to offer factual and up-to-date information. However, information is subject to change without notice. We make no representation or warranty of any kind, express or implied, including but not limited to, warranties of accuracy, completeness or fitness for a particular purpose, with regard to the data herein, and will not be liable for any damages, losses or costs incurred as a result of reliance hereon.

This Savings Distribution Calculator is designed to educate and inform and is for illustrative purposes only. It is not intended to provide investment, legal, accounting or tax advice. It is not a substitute for, or provided in the context of, developing a comprehensive financial plan and it should not be relied upon as your sole or primary means for making planning or investment decisions. Nothing produced by the Savings Distribution Calculator should be construed as a recommendation of or solicitation for any particular product , security or service. You should contact your attorney or tax adviser regarding your specific legal or tax situation prior to taking any action based on the information provided.

This Savings Distribution Calculator is part of the brokerage services that Oppenheimer & Co Inc provides to its brokerage customers and does not constitute advisory or financial planning services. If you select one or more of the advisory services offered by Oppenheimer & Co Inc or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity. If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co Inc website, www.opco.com or call the branch manager of the office that services your account, for further information regarding the differences between brokerage and advisory products and services.