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?

$
 
   
   
Global Wealth Strategies, LLC
215 S. Dobson Road, Suite#4 (opp. Chandler Regional Hospital) Chandler, AZ 85224
Phone: 480 221-6502 Fax: 480 302-7954
Amrish.Patel@securitiesamerica.com

Securities offered through Securities America Inc., Member FINRA/SIPC, Amrish N. Patel, Registered Representative.

Advisory Services offered through Securities America Advisors, Inc., An SEC Registered Investment Advisory firm, Amrish N. Patel, Investment Advisor Representative. Global Wealth Strategies and Securities America are unaffiliated.

Securities licensed in: AZ, CA, FL, GA, MD, MO, NJ, NM, NC, OH, PA, TX, VA Insurance licensed in: AZ, CA, FL, GA, NJ, NM, PA, VA Advisory licensed in: AZ, TX