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?

$
 
   
   
Business Financial Group
400 North Loop 1604 East Suite 110 San Antonio, TX 78232
Phone: 888-757-2104(210) 495-8474 Fax: (210) 495-8499
info@bfgonline.com


4My Account! Securities and advisory services offered through Commonwealth Financial Network. Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, FL, IA, KS, MN, MO, NM, OK, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.