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?

$
 
   
   
Financial Visions LLC
1055 N. 115th St, Suite: 200 Omaha, NE 68154
Phone: (402) 827-5547 Fax: 402-934-4107
Dale.Percival@financialvisionsllc.com Ben.Koley@financialvisionsllc.com Cathy.Wyatt@financialvisionsllc.com Jennifer.Bartelt@financialvisionsllc.com

Securities offered through Centaurus Financial Inc.  Member FINRA/SIPC (www.finra.org / www.sipc.org). 1055 N 115th St., Suite 200, Omaha, NE 68154, (402) 827-5547.  Centaurus Financial Inc. and Financial Visions LLC are not affiliated.