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?

$
 
   
   
Prosperity Financial Advisors, LLC, ProsperityFinancialAdvisors.com
5570 Pebble Village Lane, Suite 200 Noblesville , IN 46062
Phone: (317) 454-0959 Fax: (317) 896-5851
Koverly@ProsperityFinancialAdvisors.com

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (651)738-4000.  Prosperity Financial Advisors, LLC and Woodbury Financial Services, Inc. are not affiliated entities.

Services are available only in states where licensed.  Securities and Insurance licensed in IN.  Securities licensed in AZ, CA, DC, DE, FL, GA, IA, IL, MS, NM, OH, PA, TX, and VA.

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