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?

$
 
   
   
Diversified Financial Concepts, LLC
291 E. SHORE DRIVE, Suite 210 • Eagle, ID • 83616
Phone: 208.344.6866 / 800.405.7975 • Fax: 208.361.0178
• tsmith@investmentctr.com

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC

Alan Coleman and Timothy Smith are registered representatives of The Investment Center, Inc.  – Diversified Financial Concepts, LLC is not affiliated with The Investment Center, Inc.