The Impact of Inflation on Investment Returns Calculator

JAS Financial Services, LLC
Joseph A Smith, CPA/ PFS, JD, AEP®
Member
790 West Frontage Road #603
Northfield, IL 60093
847-328-8011
joe@jasfinancialllc.com
https://jasfinancialllc.com/

Impact of Inflation on Investment Returns Calculator

Impact of Inflation on Investment Returns Calculator

Inflation can have a powerful effect over time on the actual return of your investments. Unless your portfolio's return outpaces inflation, you may actually be losing purchasing power, even if the dollar amount of your portfolio is growing.

Starting Balance

Expected rate of return

Expected inflation rate

Number of years

Years

The foregoing is provided for information purposes only. It is not intended or designed to provide legal, accounting, tax, investment or other professional advice. Such advice requires consideration of individual circumstances. Before any action is taken based upon this information, it is essential that competent, individual, professional advice be obtained. JAS Financial Services, LLC is not responsible for any modifications made to this material, or for the accuracy of information provided by other sources.

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.