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1)Amount for last expenses, debts, and set asides for future family contingencies.
2) Outstanding balance on mortgage.
3) Total of current investment assets, retirement plans, savings, and insurance.
4) Amount of decedent's income to replace.
5) Other income, spouse's income, etc.
6) Difference between rate of interest and inflation.

This is hypothetical. Your results will vary. Any hypothetical rates of returns used do not reflect the deduction of fees and charges inherent to investing. Investing involves risk including possible loss of principal.


Disclaimer: All financial calculators are provided as is, for informational purposes only. No guarantee is expressed nor implied. Current Assets assumes no responsibility for their use. Securities offered through LPL Financial, member FINRA/SIPC. www.finra.org www.sipc.org