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?

$
 
   
   
Walnut Street Securities
9050 Sweet Valley Drive • Valley View, OH • 44125
Phone: (216) 642-1099 • Fax: (216) 642-1186
• clientupdate@fmstrategies.biz

 

 

 

 Securities offered through Registered Representatives of Walnut Street Securities, Inc. member FINRA and SIPC.

Investment advisory and financial planning services offered through Financial Management Strategies, Inc.

 Financial Management Strategies, Inc. and Plancorp, Inc. are not subsidiaries or control affiliates of Walnut Street Securities, Inc.

 

This site is published for residents of the United States only.  Registered Representatives and Invesment Advisor Representatives of Financial Management Strategies, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly licensed.  Therefore, a response to a request for information may be delayed.  Not all products and services on this site are available in every state and through every Registered Representative or advisor listed.