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Growth Rate Simulator

ZEGA Financial's Growth Rate Simulator

Take a high-level view of projected investment value with our Growth Rate Simulator.

  • Unsure what rate of return you need to retire?
  • Curious how much you should add to your investments each year?
  • Don't know how to match objectives with risk tolerance?
  • Trying to solve if you can retire at 62?
  • How much you can withdraw in retirement?
  • Want to see impacts of a one-time expense or income?

The Growth Rate Simulator can help you answer these questions and more

Use our interactive tool to customize to your situation or test theoretical choices.

ZEGA’s Growth Rate Simulator will help you visualize your assets along key stages in your investing life.

Understanding where you’re going is the first step to defining how to get there.

Content should not be viewed as personalized investment advice. Market events and other factors may affect the reliability of the potential outcomes. Simulated growth is purely hypothetical and does not represent the performance of ZEGA Financial or any of its advisory clients. Projected growth may be better or worse than the projections. Projections are based on assumptions that may not come to pass and are used for illustrative purposes only. Projected growth does not reflect the impact that taxes, investment expenses, and advisory fees will have on the results.

Projections are derived from sources deemed to be reliable. No warranty or guarantee is made as to their accuracy or completeness. Social Security rules and regulations and tax laws are subject to change at any time.

Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of an investor’s portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that a portfolio will match or outperform any particular benchmark.