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?

$
 
   
   
Investment Centers
29 S. Main, Suite 2 • Council Bluffs, IA • 51503-9034
Phone: 402-449-0942 • Fax: 712-328-7140
• roger.carlon@investmentcenters.com

 

IMPORTANT CONSUMER INFORMATION

 

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

 

Ø  Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

 

Ø  Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

 

We are registered to offer securities in the following states: AR, AZ, CA, CO, FL, HI, IA, ID, IL, IN, KS, KY, MI, MN, MO, NC, NE, NV, OH, OK, OR, PA, TX, WI

 

 

 

Investment Centers of America, Inc. (ICA), member FINRA, SIPC, a Registered Investment Advisor, is not affiliated with Security National Bank.  Securities, advisory services,and insurance products are offered through ICA and affiliated insurance agencies and are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank *subject to risks including the possible loss of principal amount invested.  ICA does not provide tax and legal advice.

 

 


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