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?

$
 
   
   
The Legend Group of Arizona, James Leos Agency
2315 E. Speedway Blvd. • Tucson, AZ • 85719
Phone: (520) 751-9798 or (888) 739-8865 • Fax: (520) 320-1698
• jamesleos@legendequities.com


Neither Legend Equities nor its representatives give legal or tax advice. If you want specific legal and/or tax advice, please contact an attorney and/or an accountant. All calculations, illustrations, and computations are for illustrative purposes only--the accuracy of such are not guaranteed. Securities Offered through Legend Equities Corporation, Member FINRA and SIPC. Advisory services offered through Legend Advisory Corporation, a registered investment adviser. Branch office: 655 North Alvernon Way, Suite 219 Tucson, AZ 85719 (520) 751-9798. To visit the FINRA site, please click on the following link:  www.finra.org



Before investing in a mutual fund, consider its investment objectives, risks, charges and expenses. The prospectus contains this and other information about the mutual fund and can be obtained by contacting Legend Equities Corporation. Please read the prospectus carefully before you invest or send money.


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