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?

$
 
   
   
Everest Financial Group, LLC
701 Xenia Avenue South, Suite 250 • Golden Valley, MN • 55416-1029
Phone: 763-923-7525 • Fax: 763-923-7535

Securities offered through Securities America, Inc., Member FINRA/SIPC, Dennis Chan, Stanley Diong, Tom Grose, Bill Hunstock, King Kearns, John MacKimm II, Jim Matejcek, James Michaels, Doug Mock, Rebekah Quinlan and Nikolas Wogstad,  Registered Representatives.  Everest Financial Group, LLC and Securities America are not affiliated.