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Freedom budget calculator
1
Basic Information
2
Est. Retirement Income
3
Income from Investments
4
Current Income & Expenses
5
Results
Basic information
Retirement age must be higher than current age.
Estimated monthly retirement income
Your income from investments
Investments
The value of all your other investments, apart from the values listed below.
The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.
The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.
Trading Account Equity
The equity in your trading account.
The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.
The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.
Business Equity
The valuation of all your businesses.
The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.
The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.
Life Insurance Equity
The cash-in value of any life insurance plans you hold.
The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.
The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.
Cash
The amount of money in cash you have in your possesion.
The rate of investment growth you will assume in your pension and investment portfolio between now and the day you begin to draw down benefits.
The percentage of your entire asset base which you need to draw down to hit your inflation adjusted annual income target.
Monthly income
Total Income$0
Monthly expenditure
Total Expenditure$0
Your freedom budget
Results based on data entered
Monthly Surplus for Reinvestment
$0
Total Required
$0
Projected Income
$0
Surplus/Shortfall
$0
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