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?

$
 
   
   
W. Marcus Henn, CFP
3000 S. 31st Street, Suite 301 • Temple, TX • 76502
Phone: (254) 773-3580
• WMarcusHenn@thesfa.net

Securities and advisory services offered through The Strategic Financial Alliance, Inc.(SFA), member FINRA, SIPC. Marcus Henn is a registered representative and an investment advisor representative of SFA. Supervising office (416) 924-6703.