Cash-Flow Illustrations

Explore how assumed income, expenses, inflation and withdrawals affect illustrative cash flows over time. CapitalRock’s digital tools show how changing these inputs can influence projected balances before and during retirement.

About the service

About the Service

Income and spending can change throughout retirement. CapitalRock presents cash-flow illustrations that help you explore how different assumptions interact over a selected period.

Build Your Cash-Flow Picture

Enter assumed income, regular expenses and occasional costs. View how these amounts contribute to illustrative cash surpluses or shortfalls.

Explore Different Timelines

Adjust retirement dates, income start dates and projection periods to see how timing affects the calculations.

See the Effect of Change

Compare illustrations using different spending levels, inflation rates and withdrawals. Where assumed investment growth is included, its treatment is clearly explained.

Understand the Assumptions

Each illustration identifies its inputs and explains how taxes, fees and other factors are treated or excluded. Results depend on the accuracy and completeness of the information entered.

These illustrations are hypothetical, not forecasts or guarantees of retirement income. They do not recommend investments, withdrawal strategies or a particular retirement date.

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