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?

$
 
   
   
Whitehall Financial Services
4015 Executive Park Drive, Suite 300 Cincinnati, OH 45241
Phone: 513-733-0004 Fax: 513-733-0156
sfortin@whitehallfs.com

">

sfortin@whitehallfs.com

Securities Offered Through KMS Financial Services, Inc., Member FINRA & SIPC

Investment Advisory Services Offered Through Whitehall Financial Services, Inc.

A Registered Investment Advisor

www.finra.org

Privacy Policy

Important Disclosures