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?

$
 
   
   
Strategic Asset Management Group
1990 North California Boulevard
8th Floor
Walnut Creek, CA 94596
Phone: 925-942-9400
800-765-0561
Fax: 925-942-9401
bill@strategicasset.net
Registered Representative offering securities and advisory services through Royal Alliance Associates, Inc., a registered broker-dealer an registered investment advisor, Member FINRA, SIPC.  Advisory services offered through NWF Advisory Services, Inc., a Registered Investment Advisor.  NWF Advisory Services, Inc. and Strategic Asset Management Group are not affiliated with Royal Alliance.

 

Important Consumer Information:
This communication is strictly intended for individuals residing in the states of CA, HI, NV, OH, OR, PA, WA. No offers may be made or accepted from any resident outside the specific states referenced.
 
A broker-dealer, an investment adviser, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.