Stretch Calculator

Beneficiary Age:

Starting principal:

$

Rate of Return:

%

	Total Distributed	Undistributed Balance

Age	Principal	Return	RMD Divisor	Annual Distribution	Remaining Account Balance

This illustration has been prepared by Providence Wills and Trusts for informational purposes and it does not imply a guaranteed rate of return of the amount shown. The rate of return shown is believed to be a reasonable estimate based on an average annulized rate of return over the term indicated. However, this illustration should only be used as a general guide as actual securities prices will vary. The illustration has been prepared from data believed to be reliable but no representation is being made as to its accuracy or completeness. The figures presented should not be relied upon for tax purposes.

© Providence Wills and Trusts 2015