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?

$
 
   
   
Mike Schwartz, www.wealthmastersinc.net
6635 So. Dayton St., Suite 300 • Greenwood Village, CO • 80111
Phone: 303-290-8600 Outside Colorado, 800-579-6888 • Fax: 303-713-9371
• michael.schwartz@multifin.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

We are licensed to sell Insurance Products in the following states: 

Alaska, Arkansas, Arizona, California, Colorado, Florida, Iowa, Illinois, Indiana, Kansas, Michigan, Missouri, Nevada, Ohio, Oklahoma, Oregon and Wisconsin


 


We are registered to sell Securities in the following states:

Arkansas, Arizona, California, Colorado, Connecticut, Florida, Illinois, Kansas, Maryland, Missouri, Ohio, Oregon, Utah, Virginia, Washington and Wisconsin


 


Wealth Masters, Inc. is not affiliated with Multi-Financial Securities Corporation

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in AK,AR,AZ,CA,CO,FL,IA,IL,IN,KS,MI,MO,NV,OH,OK,OR,WI.

We are registered to sell Securities in AR,AZ,CA,CO,CT,FL,IL,KS,MD,MO,OH,OR,UT,VA,WA,WI.

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