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?

$
 
   
   
Professional Financial Concepts
22052 W. 66th Street
Suite 114
Shawnee, KS 66226
Phone: Toll Free 866.223.7541 Fax: 913.268.2636
dstewart@vsrfin.com

Securities & Advisory Services Offered

through VSR Financial Services, Inc.,

A Registered Investment Adviser

and Member FINRA/SIPC

Professional Financial Concepts, LLC is independent of VSR.