Explore how much annual income a Global Core portfolio could support. Adjust the income amount to see when the portfolio sustains itself indefinitely and where it would run out.
At or below this amount, the portfolio is projected to sustain itself indefinitely under the Expected scenario.
The highest starting income where the portfolio lasts to age 95 under the Expected scenario.
This is a hypothetical illustration, not a projection of the performance of any specific investment and not a guarantee of future results. Assumed rates of return are hypothetical planning assumptions, are net of advisory fees, do not represent the past or expected performance of any Global Core portfolio, and are not based on backtested or actual results. Actual returns will vary from year to year and may be negative. Investing involves risk, including the potential loss of principal. Withdrawal sustainability depends on actual returns, the sequence of those returns, inflation, taxes, and fees. This tool does not account for taxes. It is intended as a conversation aid, not investment advice or a recommendation.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Jantz Wealth Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.