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?

$
 
   
   
Legacy Financial Planning
PO Box 508 Sandwich, IL 60548
Phone: 815.786.7851 or 877.786.7851 Toll Free Fax: toll free 866.857.4008
dano@legacyfp.com

Dano W. LoPresti is an independent CERTIFIED FINANCIAL PLANNER™ (CFP®), CHARTED FINANCIAL CONSULTANT™ (ChFC®) and an ACCREDITED INVESTMENT FIDUCIARY™ (AIF®) with Legacy Financial Planning.  He specializes in life insurance, investment management, retirement planning and retirement income distribution planning for individuals as well as specializing in employer sponsored retirement plans, endowments, foundations, pension plans, and charitable funds.  Dano may be reached at 815-786-7851 or by email at dano@legacyfp.com

Securities offered through:  Triad Advisors, Inc.   Member FINRA/SIPC

Privacy Policy