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?

$
 
   
   
Rock Ruiz Insurance & Retirement Services, LLC
389 Hwy 21, Suite 401 • Madisonville, LA • 70447
Phone: (985) 792-0771 ext. 15 • Fax: (985) 792-0776
• sruiz@aicinvest.com

Securities and Investment Advisory Services offered solely through Ameritas Investment Corp, (AIC). Member FINRA/SIPC.  AIC & Rock Ruiz Insurance & Retirement Services, LLC are not affiliated.  Additional products and services may be available through Rock Ruiz or Rock Ruiz Insurance & Retirement Services, LLC. that are not offered by AIC.

 

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with anys ecurity, request a prospectus from your Registered Representative.  Read it carefully before you invest or send money.  A representative from Rock Ruiz Insurance & Retirement Services, LLC. will contact you to provide requested information.

 

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.