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.synergyadvisorsgroup.com www.stewartassetmanagement.com, Bryan Stewart, John Terrill, Oklahoma
13853 Quail Pointe Dr. • Oklahoma City, OK • 73134
Phone: 405-254-3900 • Fax: 405-286-0205
• bryan@synergyadvisorsgroup.com

Investment Advisory Services offered through Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc. A Registered Broker-Dealer, Member, FINRA & SIPC.  Synergy Advisors Group, LLC. is independent of ProEquities, Inc.  Please be advised that we hold securities licenses (series 7, 65 & 63) in AR, OK, and TX.  For residents of other states in which registration is not held, proper licenses and registrations must be obtained by us before proceeding further.  No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.  Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.