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?

$
 
   
   
Fsc Securities
7900 Xerxes Avenue South, Suite 910 Minneapolis, MN 55431
Phone: 952-896-3400 or
toll free at
866-290-1936
Fax: 952-896-3401
rchase@rchasefin.com

Securities and investment advisory services offered through FSC Securities Corporation.  Member FINRA/SIPC and a registered investment adviser.

Additional investment advisory services offered through R Chase Financial, a registered investment adviser not affiliated with FSC Securities Corporation.

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