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?

$
 
   
   
Strategic Financial Group
11600 Manchester Road, Suite 100 St. Louis, MO 63131
Phone: 314-238-0160 Fax: 314-238-1129
dreed@walnutstreet.com

 


 

Securities and Investment Advisory services offered through Walnut Street Securities, Inc. (WSS) a broker/dealer (member FINRA/SIPC) and a Registered Investment Advisor. Strategic Financial Group is not affiliated with WSS.
 
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