George Fisher Advisors LLC
Capital Needs Analysis:
Investment Portfolio at Retirement
 
Years to Retirement  
Years in Retirement  
Current Portfolio Amount  
Inflation Rate  
Investment Return  
Inflation-Adjusted Investment Return  
   
Expected Income Requirement  
Outside Sources of Income (-)  
Income Needed from Investments (Today)
     
First Year's Withdrawal
(Inflation-Adjusted)
 
Minimum Investment Portfolio Size
at Retirement
Monthly Savings
Required
Run the Portfolio Down to Zero
Maintain Same Dollar Amount
Number 2. Inflation-Adjusted
Withdraw no more than 4%