Dividend Income Calculator

How to use this calculator

Enter investment amount, current yield, years, and annual dividend growth assumption. The calculator estimates current income and potential future annual income.

When this calculator is useful

• Income portfolio planning
• Comparing yield versus growth tradeoffs
• Estimating how much capital is needed for a target income

Important limitations

Dividends can be reduced or suspended. High yield can signal elevated risk, and total return depends on price changes as well as income.

For best results, run at least three cases: a conservative case, a middle case, and a stretch case. If a small change in inputs creates a big change in the answer, that is a sign the decision may be sensitive to rates, fees, timing, or market performance.