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Impact of PFW

The IRS limits how much can be withdrawn by assuming any future earnings will be at most 120% of the Federal Mid-Term. This conservative approach can help assure that you will not prematurely deplete your retirement account. However, if you have a higher rate of return your account can actually grow, even with your distributions. On the other hand, if you suffer losses your account your balance may end up shrinking faster than you might expect. This calculator is designed to examine the effects of 72T distributions on your retirement plan balance.

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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from your Financial Fitness Advisors (FFA) professionals at 1.877.846.8792 or info@FFAdvisors.org regarding all personal finance and investment issues.