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?

$
 
   
   
RiverWood Financial
1421 7th Street East • Monticello, MN • 55362
Phone: (763)271-1452 • Fax: (763)295-2355
• michael.ackerman@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:

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

2. 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 inquiriies 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:  Minnesota and Arizona

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

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