Retirement Portfolio Lifespan  

One of the greatest concerns of those approaching retirement is whether they have saved enough money to last a lifetime. Use this calculator to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.

     


What is the expected value of your investment portfolio at retirement?

$

What annual return do you expect to earn on this portfolio (0 to 10 percent)?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Securities America
8000 Utah St. Merrillville, IN 46410
Phone: 219-942-7500 Ext. 104 Fax: 219-947-9466
Justin.Savich@securitiesamerica.com

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA, SIPC, Justin Savich, Registered Representative.  Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Justin Savich, Financial Advisor.  Legacy Advisors Wealth Management and the Securities America companies are unaffiliated.  12325 Port Grace Blvd, La Vista, NE 68128

Securities licensed in:  IL, IN, KY, MN, VA      Insurance licensed in: IL, IN, VA   Advisory licensed in IN.