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Allen L. Stansfield Hilltop Securities Independent Network Inc.

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3564 Lincoln Ave., Ste. 3B
Ogden, UT 84401
  • Phone:
    801-436-5730
  • Fax:
    801-690-7988
  • E-mail address: allen.stansfield@hilltopnetwork.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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  • Hilltop Securities Independent Network Inc.

  • 3564 Lincoln Ave., Ste. 3B, Ogden, UT 84401
  • 801-436-5730 | allen.stansfield@hilltopnetwork.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

3564 Lincoln Ave., Ste. 3B
Ogden, UT 84401
  • Phone:
    801-436-5730
  • Fax:
    801-690-7988
  • E-mail address: allen.stansfield@hilltopnetwork.com

Market Watch

Last Closing Prices

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PHLX Semiconductor Index 1,348.49 -0.20%
OSX Oil Service Sector Index 98.29 -0.29%

[ Markets | Charts | Quotes | Portfolio ]

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  • Home
  • About Us
    • Our Mission Statement
    • Our Location
    • Our Firm
    • Our Services
    • Our Qualifications
    • Hilltop Securities Home Page
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quote
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolio
  • Contact Us

Offering general securities through Hilltop Securities Independent Network Inc. 

 

 

Member: FINRA/SIPC

 

Sample articles and reports are written and prepared by Emerald Publications and are provided for informational purposes only and not intended as a solicitation.  Allen Stansfield is a registered representative and investment adviser representative of Hilltop Securities Independent Network Inc.(HTIN). HTIN is a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. This website is only intended for clients and interested investors residing in states in which HTIN or its financial advisors are qualified to provide brokerage services or investment advisory services. HTIN does not attempt to furnish personalized investment advice or services through this website. Certain places on this site offer direct access or "links" to other websites that contain information that was created, published, maintained or otherwise posted by institutions or organizations independent of HTIN.  HTIN does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located therein.  Visitors to these sites should not use or rely on the information contained therein until after consulting with an independent finance professional. HTIN does not necessarily endorse or recommend any commercial product or service described on these independent sites. HTIN is a wholly owned subsidiary of Hilltop Holdings, Inc., (NYSE:HTH) with offices at 1201 Elm Street, Suite 3500, Dallas, TX 75270, (214) 859-1800.  Past performance is no guarantee of future results.

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