STEELPEAK WEALTH
Portfolio Income Estimator
Free Tool · Adjust in Real Time
How much income can
How much income can
your portfolio generate?
Move the sliders to explore your income potential — then request a personalized analysis from a SteelPeak advisor.
Adjust Your Variables
All estimates are illustrative and based on current market conditions. Real results vary based on portfolio composition, tax situation, and market performance.
Portfolio Size
$2,000,000
$250K$10M+
Withdrawal Rate
Investment Profile
4.0% / year
2.5% (Conservative)5.5% (Aggressive)
Time Horizon (Years)
25 years
10 years35 years
Estimated Monthly Income
$6,667
$80,000 / year · 4.0% withdrawal rate
Portfolio at Year 10
Portfolio at End
Illustrative only. Assumes consistent returns and no major one-time expenses. Actual results vary significantly based on market conditions, tax treatment, and personal circumstances.
Reference Scenarios
Monthly income by portfolio size
How different portfolio sizes translate to income across three withdrawal strategies. Your current selection is highlighted.
| Portfolio Size | Conservative (2.5%) | Moderate (4.0%) | Growth-Oriented (5.0%) |
|---|
Request Your Personalized Analysis
The estimator above is a starting point. A SteelPeak advisor will model your actual portfolio, tax situation, and income goals — and build a plan around your life.
Client-first advisors only. Your information is never shared or sold. SteelPeak Wealth · $4.2B AUM · As of 12/31/25