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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Randy Rathmann - www.randyrathmann.com
2707 Artie Street Bldg. 200, Suite 12 Huntsville, AL 35805
Phone: 256-536-7320 Fax: 256-536-7449
www.randyrathmann.com
Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, a Registered Broker-Dealer, Member FINRA & SIPC.
600 Luckie Drive, Suite 200 Birmingham, AL 35223 (800)852-1568