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?

%

What annual rate of inflation do you expect during retirement?

%

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

$
 
   
   
Kevin W. Conroy CFP ®
1200 South College Ave Suite 210 Fort Collins , CO 80524
Phone: 970-226-2983 Fax: 970-223-7391
www.iraspecialist.com kevin@iraspecialist.com
Phone: 1-800-776-4257

Securities offered through: Linsco/Private Ledger Member FINRA, SIPC and a Registered Investment Advisor. Retirement Funding Specialists and Linsco/Private Ledger are separate and unrelated companies. Linsco/Private Ledger does not provide tax or legal advice.

PORTFOLIO LOGIN