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?

$
 
   
   
CreativeFinancialProfessionals.com
4500 Westgrove Suite 356 Addison, TX 75001
Phone: 972-380-0063
Toll Free: 800-529-5740
Fax: 972-380-0097
resnik_neil@nlvmail.com

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. Member FINRA/SIPC, 3600 N. Capital of Texas Highway, Building B, Suite 180, Austin, Texas 78746  (512) 266-1658.  Creative Financial Professionals and all other entities referenced are not affiliated with Equity Services, Inc., unless otherwise noted.

Neil Resnik is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Texas.  Neil is also licensed to offer life insurance and annuities in Texas.

This site is not a solicitation of interest in any of these products in any other state.

 


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