My SWP Calculator
Online Systematic Withdrawal Plan (SWP) calculator
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About
The SWP Calculator with Inflation is an online tool designed to help investors plan their Systematic Withdrawal Plans (SWPs) from mutual fund investments by factoring in inflation. It allows users to estimate their mutual fund withdrawals, total profit, and remaining balance. This calculator supports both monthly and yearly withdrawals and includes a modern interactive chart for visualization. By incorporating expected rates of return and inflation adjustments, the tool helps ensure withdrawals maintain their purchasing power over time, making it ideal for retirement planning or consistent income streams. It also offers scenario analysis and comprehensive reports for better financial decision-making. The SWP Calculator is user-friendly, catering to varying financial knowledge levels, and is intended for informational purposes, urging users to consult financial advisors for tailored advice.
Problem & solution
Problem
Investors need to plan withdrawals without exhausting mutual fund corpus after inflation.
Solution
Calculator estimates SWP withdrawals, balance, profit, and inflation-adjusted returns.
Who it's for
Mutual fund investors planning regular income or retirement
Main features
- Monthly/yearly SWP mode
- Inflation adjustment
- Total profit & balance
- Exhaustion warning
- CSV/Excel export
Use cases
- Plan monthly SWP income
- Estimate inflation-adjusted profit
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