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?

$
 
   
   
Gene A. Schnabel
1320 Arnold Dr. Suite 169 • Martinez, CA • 94553
Phone: 925-370-3750 • Fax: 925-370-3751
• gschnabel@fscadvisor.com
*Gene A. Schnabel is a Registered Representative of and offers securities products & services through FSC Securities Corporation, a registered Broker-Dealer, Member FINRA/SIPC.  In this regard, this communication is strictly intended for individuals residing in the states of Arizona, Arkansas, California, Idaho, Iowa, Kansas, Nevada, North Carolina, Ohio, Oregon, South Carolina, Texas, Virginia, Washington, and Wisconsin.   No offers may be made or accepted from any resident outside the specific states referenced.

Gene A. Schnabel is also separately registered as an Investment Advisor Representative under FSC Securities Corporation, a Registered Investment Advisor offering advisory services in the state of California.  As such, these services are strictly intended for individuals who reside in California.

IMPORTANT CONSUMER INFORMATION

A broker-dealer "BD", investment advisor "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent or IA Representative, as appropriate.  Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. 

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