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?

$
 
   
   
FPL Financial Strategies, LLC
4016 Townsfair Way, Suite 200 Columbus, OH 43219
Phone: 614-573-0130
866-547-5420 ~ toll free
Fax: 614-536-0075
rfriedman@wfafinet.com maphillips@wfafinet.com mleonard@wfafinet.com dalspach@wfafinet.com rkauffman@wfafinet.com mseymour@wfafinet.com