Sentences with phrase «lifespan of your retirement portfolio»
Use this calculator to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.
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Withdrawing money from the stock portion of a retirement portfolio when stock prices are depressed can have lasting negative implications for the sufficiency of assets to last the lifespan of the investor.
That's why I typically suggest that people combine an annuity with a portfolio of stocks, bonds and cash that can not only provide liquidity for emergencies and such, but also generate some capital growth to help you maintain your living standard in the face of inflation over a retirement that, given today's lifespans, could easily last 30 years.
As Baby Boomers enter retirement in record numbers, many are contemplating how to attain their dream retirement home — whether that means downsizing to a smaller house or maintenance - free condo, moving closer to family or relocating to the beach — in the face of diminished investment portfolios, longer expected lifespans and skyrocketing healthcare costs.
This allowed us to simulate thousands of retirement paths in order to show how allocating a portion of a retirement portfolio to a short deferral annuity before retirement affects the cost of retirement for a broad range of lifespans and market returns.