Calculators

Use this SWP withdrawal calculator to plan a monthly income from money you have already invested. An SWP withdrawal plan lets you take a fixed amount out of SWP mutual funds every month while the rest of the corpus stays invested. Enter your total investment, the monthly amount, an assumed annual return and the number of years, and the calculator shows what would be left at the end. Because SWP monthly income comes from a corpus that is still exposed to the market, the withdrawal rate decides how long the money lasts. That is the central question in SWP retirement planning. Test a few amounts here before you settle on an SWP withdrawal strategy.