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?

$
 
   
   
ICM Financial
333 S. Beverly Dr., Suite 201 • Beverly Hills, CA • 90212
Phone: 800-600-2620 • Fax: 310-551-6528

Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC.  Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc.  Certain insurance products offered through Independent Capital Management (ICM).  ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM.  ICM is a separate company from SagePoint Financial, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC,OK, OR, PA, RI, TN, TX, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

                                       
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect 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, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.