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?

$
 
   
   
Complete Financial Planning
2337 Stonebridge Drive
Building F
Flint, MI 48532
Phone: 810-733-6600
Toll Free: 800-686-7623
Fax: 810-733-0262
retire@completefinancial.com

Investment Advisor Representatives with and securities and investment advisory services offered through Transamerica Financial Advisors, Inc., Member FINRA, SIPC & a Registered Investment Advisor.

Non-securities products and services are not offered through Transamerica Financial Advisors, Inc.

Complete Financial Planning is not affiliated with Transamerica Financial Advisors, Inc. 
 

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