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?

$
 
   
   
The Wright Agency Inc.
419 Fifth Street Ste 2040
Defiance, OH 43512
Phone: 419.782.3456
Toll Free: 888.775.5433
Fax: 419.782.2331

Meeting Location:

7359 International Drive
Holland, Ohio 43528
rwright@sammonsrep.com

Securities offered through Sammons Securities Company, LLC. Member FINRA and SIPC.