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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Millenia Advisors, LLC.
1350 Timberlake Manor Parkway - Suite 460 • Chesterfield, MO • 63017
Phone: 636.777.7780
Toll Free 866.583.1001 		• Fax: 636.530.1049
www.MILLENIALLC.COM • info@milleniallc.com

1350 Timberlake Manor Parkway - Suite 460, Chesterfield, MO 63017
Phone: 636.777.7780   Fax: 636.503.1049    Email: lee.neumann@ssnrep.com

Securities offered through Securities Service Network, Inc,
A registered broker/dealer. Member FINRA & SIPC.

Fee-based advisory services are offered through SSN Advisory, Inc., a registered investment advisor.  These services are available only to residents of Missouri.

We are registered to sell Securities in the following states:
Alabama, Arkansas, Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Iowa, Kansas, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Mexico, North Carolina, Oklahoma, Texas, Wisconsin.  If you are a resident of a state not mentioned in this list, we are more than happy to register in your state to offer you the services that you may require.

We are licensed to sell Insurance Products in the following states:
Arkansas, Arizona,Colorado, Florida, Georgia, Iowa, Illinois, Kansas, Massachusetts, Missouri, Mississippi, New Hampshire, Oklahoma, Texas, Wisconsin.  If you are a resident of a state not mentioned in this list, we are more than happy to register in your state to offer you the services that you may require.

To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account with Securities Service Network, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.

 

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