Dividend Income Goal Calculator
Find out how large your portfolio needs to be to earn a target monthly dividend income.
Income Goal Inputs
USD
%
%
USD
Required Portfolio
$1,210,084
Annual Dividend Goal
$36,000
After-Tax Monthly Income
$3,000
Funding Gap
$1,160,084
Turn income goals into a clear target
Required portfolio = annual after-tax income goal ÷ net yield. Raising yield assumptions lowers the required capital, but higher yields can be less durable. Compare scenarios before changing your plan.