Fees Effect Calculator

Investment Fees Effect Calculator

Enter your data in the gray boxes. If you enter your withdrawal (spending) for the initial decade, the calculator will assume 25% increases for the two decades that follow, then spending is held steady. You may enter your own assumptions for each decade if you prefer.

 

 

 

Download all PoF calculators in one Excel file! You will be sent a link to the file and a confirmation to receive notifications of new posts and my quarterly progress note.