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?

$
 
   
   
Plus Accounting Inc
17785 State Ave. • Tonganoxie, KS • 66086
Phone: (913)724-2686 • Fax: (913)724-3156
• cathy@plusaccounting.com

Cathy Bowen is a registered representative registered to transact business with clients in KS, MO, MN, SD, and OR.  Cathy Bowen is advisory licensed in the following states: KS and MN.  Cathy Bowen is also an insurance agent licensed in KS. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products are not insured by the FDIC or any federal government agency and are not deposits of or guaranteed by the bank or any bank affiliate.  May lose value.

Plus Accounting, Inc. is not a registered broker/dealer or independent investment advisory firm.