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?

$
 
   
   
Bob Grundman or Dave Debban, Senior Benefit Strategies
7412 Karl Drive Lincoln, NE 68516
Phone: Bob...402-489-9171
Dave...402-792-3175
Fax: 419-821-1953
grundman@inetnebr.com

Contact Bob (402)489-9171 or Dave (402-792-3175) with your questions or comments.