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?

$
 
   
   
Hessenflow Financial Planning
225 White Oak Street Hampshire, IL 60140
Phone: (847) 773-5177
chessenflow@wealthcarecapital.com

The contents of this website do not constitute a solicitation to purchase or sell securities. No offers may be made or accepted. 

Form ADV II www.financeware.com/ruminations/WCMADVII.pdf

 

 

 

 

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