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?

$
 
   
   
www.hendricks-inc.com
190 W. Huffaker Lane, Ste. 403 Reno, NV 89511
Phone: 775-674-6000 Fax: 775-674-6006

Securities offered through Securities America, Inc.  Member FINRA/SIPC.
Ed Hendricks, Registered Representative (Securities licensed in:  Nevada, California & Arizona)
Greg Jacobs, Registered Representative (Securities licensed in:  Nevada & California) 

Advisory services offered through Securities America Advisors, Inc.  Member FINRA/SIPC.

Ed Hendricks, Registered Investment Advisor Representative (Advisory licensed in:  Nevada, California & Arizona)
Greg Jacobs, Registered Investment Advisor Representative (Advisory licensed in:  Nevada & California)

The Investment Fiduciary standard of care applies to advisory services only.

Hendricks & Associates, Inc. is not an affiliated entity of the Securities America Companies.