IRIS Retirement Calculator

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See how much you could withdraw each month utilizing Altrius’ IRIS:
Intuitive Retirement Income Solution

A good rule of thumb for maintaining a pre-retirement standard of living is around 70 percent of current earnings. This includes income from sources such as Social Security and pensions in addition to retirement savings plans and other assets.

Typical breakdown of stocks and bonds

40% Bonds 60% Stocks

I expect my savings to last

Use the slider to select how many years you expect to use your retirement income


YEARS

I expect to have this amount at retirement:

Enter estimated savings upon retirement


Amount you could withdraw each month:

80% LIKELIHOOD OF LASTING YEARS

$0.00

per month
Methodology ×
This calculator is for educational purposes only and should not be considered a recommendation. These calculations use a Monte Carlo simulation to predict possible outcomes. Future investment returns can vary, and this simulation has an 80% probability of success, meaning it is likely that making the calculated monthly withdraw would last the desired number of years in 80% of the future scenarios. The results shown in this calculation are not a guarantee. These results do not consider investment management fees, taxes or trading costs.

Interested in making the most of your retirement savings during retirement?
Or looking to increase your savings before retirement arrives?

Speak to one of our expert advisory team representatives, who will listen, answer your questions, and discuss your goals and expectations. Get in touch with us today and let us know how best we can help you.

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