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?

$
 
   
   
WaterSeed Wealth Management Ltd
2020 Calamos Court
Suite #200
 • Naperville , IL • 60563
Phone: 630 799 1566 • Fax: 630 839 0223
• waterseedwm@gmail.com

*Securities and Advisory Services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 220 N. Main St. Suite 400, Davenport, IA 52801   ph563.326.2064  fx 563.326.2159

Currently Thea Reynolds is securities licenced in: Arkansas, Colorado, Florida, Illinois, Indiana, Kansas, Maine, Massachusetts, Michigan, Minnesota, Mississippi, New Jersey, Texas, and Wisconsin.

This communication is strictly intended for individuals residing in the states listed above, where this registered representative is licensed to conduct securities business. No offers may be made or accepted from individuals outside the specific states referenced.

WaterSeed wealth management ltd., and Ausdal Financial Partners, Inc. are independently owned and operated.

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