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?

$
 
   
   
Advisors Group
100 Fourth Avenue S.E., Suite 2 Plainview, MN 55964
Phone: 507.534.3198 Fax: 507.534.0157
dbasballe@advisors-group.net dwolf@geneosadvisors.com

Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

Neither Geneos Wealth Management, Inc. nor Advisors Group is affiliated with Peoples State Bank or Premier Banks

Investments are: Not FDIC Insured  Not a Deposit  No Bank Guarantee

May Lose Value  Not Insured by any Federal Gov't Agency

Privacy Policy