Step OneAge/Balance
Step TwoWithdrawal
Step ThreeSummary
Before You Start
Before you start
This is for informational purposes: Keep in mind that this Illustrator is being provided for informational purposes only. It is educational in nature and not designed to be a recommendation. Any examples used in this tool are generic, hypothetical and for illustration purposes. The Illustrator has important limitations you should understand when considering withdrawal amounts, including that the sample withdrawal amount is as of a specific calculation date and does not consider, nor is it based upon, a shareholder's specific circumstances.
You should understand your options: Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation. You may want to explore other investment options or try the retirement checklists, articles, and calculator available here. By accessing this link, you are leaving am.jpmorgan.com/tools/dt-ssi. The information and services presented through this link is not provided by JPMorgan. The information and services presented may be provided by our affiliates or other non-affiliated entities.
How the sample withdrawal is determined: On an annual basis the sample withdrawal amount is determined by the Adviser taking into account various factors, such as data on real spending behavior of retirees in the market, assumptions regarding future market performance, past market performance, and remaining time horizon.
Markets will fluctuate throughout the year: The sample withdrawal amount does not reflect changes to the Fund's net asset value (or your assumed investment balance) after the beginning of the year. It is important that you consider changes in the Fund's net asset value and your investment balance between the annual calculations.