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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Smith, Griesmeyer & Moses, LLC: A financial services firm specializing in financial and estate strategies. As investment advisor representatives of FSC Securities, we also specialize in investment planning.
8517 N. Dixie Dr., Ste 100 Vandalia, OH 45414
Phone: (937) 898-5599 Fax: (937) 898-6699
www.sgmllc.net davesmith@fscadvisor.com