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Flaherty Financial Services, LLC

Retirement Income Specialist

Contact Us

Flaherty Financial Services, LLC
644 East Broad St
Souderton, PA 18964
Phone: 215-723-2000
Fax: 877-453-4554
sam.flaherty@lpl.com
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  • 57% of U.S. workers have saved less than $25,000 for retirement.* -- *2015 Retirement Confidence Survey, EBRI
  • Only 48% of Americans know how much money to save for retirement.* -- *2015 Retirement Confidence Survey EBRI
  • 50% of retirees left the workforce earlier than planned.* -- *2015 Retirement Confidence Survey EBRI
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Printed from: www.samflaherty.com
  • Flaherty Financial Services, LLC
  • 644 East Broad St, Souderton, PA 18964
  • 215-723-2000 | sam.flaherty@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.
© 2018 Emerald Connect, LLC. All Rights Reserved.

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Contact Us

Flaherty Financial Services, LLC
644 East Broad St
Souderton, PA 18964
Phone: 215-723-2000
Fax: 877-453-4554
sam.flaherty@lpl.com
Map and Directions

Samuel J Flaherty, CFP is a Registered Representative with Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

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