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?

$
 
   
   
Legacy Financial Associates, Ltd.
5171 Wallings Road, Suite 130 North Royalton, OH 44133
Phone: 440-237-8000 Fax: 440-237-8002
pmartin@multifin.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

5171 Wallings Road, Suite 130, North Royalton, OH 44133

 

Legacy Financial Associates, Ltd. and Multi-Financial Securities Corporation are not affiliated companies.

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