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?

$
 
   
   
IBN Financial Services, Inc.
8035 Oswego Rd. Liverpool, NY 13090
Phone: 315-652-4426 Fax: 315-652-4595
info@ibrokernet.com

IBN Financial Services, Inc. Member FINRA & SIPC 8035 Oswego Rd. PO Box 2365 Liverpool, NY 13089 (315)652-4426

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