Retirement Portfolio Lifespan  

One of the greatest concerns of those approaching retirement is whether they have saved enough money to last a lifetime. Use this calculator to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.

     


What is the expected value of your investment portfolio at retirement?

$

What annual return do you expect to earn on this portfolio (0 to 10 percent)?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Jim Stephan, www.jimstephan.com
James E. Stephan
Financial Advisor, Securities America Advisors, Inc.
Registered Representative, Securities America, Inc. Member FINRA/SIPC
Business Park West, 3334 19th Street NW, Suite #201
Rochester, MN 55901
Phone: 507-287-6160
Toll-free 1-888-287-6160
Fax: 1-888-800-9815
jim@jimstephan.com