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Carminucci Wealth Management

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4 West Cross Street, PO Box 998
Croton Falls, NY 10519
  • Phone:
    (914)-617-8780
  • Fax:
    (914)-617-8785
  • E-mail address: michael.carminucci@lpl.com
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Printed from: www.carminucciwealthmanagement.com
  • Carminucci Wealth Management
  • 4 West Cross Street, PO Box 998, Croton Falls, NY 10519
  • (914)-617-8780 | michael.carminucci@lpl.com

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

According to the Employee Benefit Research Institute (EBRI), only 13% of pre-retirees surveyed felt “very confident� that they'll have enough money to live comfortably during retirement.

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.

According to EBRI, 51% of today's retirees say they need just as much or more income as they did when they were working.

 

Your Results

It’s important that you accumulate a large enough portfolio to meet your retirement income expectations. Based on the assumptions you entered, the results below show how long your portfolio would potentially last based on the rate of return and monthly income need you entered.

The expected value of your investment portfolio at retirement: $0
The annual rate of return you expect to earn on this portfolio: 0%
The annual rate of inflation you expect during retirement: 0%
The money you will need each month: $0
Your portfolio should last: 0 years

Will your portfolio last as long as you hoped? If this estimate does not meet your expectations, you may want to consider increasing your retirement savings, or consider whether you may be able to position a portion of your portfolio for potentially greater gains. But remember, with increased return potential comes increased investment risk.

Retirement Portfolio Lifespan

 

This hypothetical illustration does not represent the performance of any particular investment vehicle. Investments seeking higher rates of return also involve a higher degree of investment risk. Rates of return will vary over time, particularly for long-term investments.

This hypothetical example is used for illustrative purposes only. Actual results will vary.

The information in this calculator is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

This material was written and prepared by Emerald Connect, LLC.
© 2019 Emerald Connect, LLC. All Rights Reserved.

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Contact Us

4 West Cross Street, PO Box 998
Croton Falls, NY 10519
  • Phone:
    (914)-617-8780
  • Fax:
    (914)-617-8785
  • E-mail address: michael.carminucci@lpl.com

Market Watch

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
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Dow Jones Transportation 10,567.69 +0.29%
Dow Jones Utilities 738.52 +0.42%
Nasdaq Composite 7,472.41 +0.61%
Nasdaq 100 7,055.18 +0.47%
NYSE Composite 12,603.48 +1.31%
AMEX Composite 2,511.76 +1.05%
PHLX Semiconductor Index 1,351.18 +0.53%
OSX Oil Service Sector Index 98.58 +2.61%

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Securities offered through LPL Financial, Member FINRA/SIPC.  Financial planning offered through Carminucci Wealth Management, a Registered Investment Advisor and a separate entity from LPL Financial.


 

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