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?

$
 
   
   
Schamerhorn Financial Group | Consultative Advice | Life Insurance | Retirement | Life Planning | Mortgage Protection
11200 Broadway, Suite 2743 • Pearland, TX • 77584
Phone: (281) 486-9700 • Fax: (832) 895-6406

David Schamerhorn, S. Todd Harris and J.R. Tijerina are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. Schamerhorn Financial Group is not affiliated with Royal Alliance Associates or registered as a broker dealer or investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of Alabama, Arkansas, Arizona, California, Georgia, Louisianna, Mississippi, Missouri, New Jersey, New York, New Mexico, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Washington and West Virgina. No offers may be made or accepted from any resident outside the specific state(s) referenced.

David L. Schamerhorn; Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.