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?

$
 
   
   
Spectrum Financial Incorporated
1375 Lenoir Rhyne Blvd. SE, Suite 101 • Hickory, NC • 28602
Phone: 828-328-9551 • Fax: 828-328-2871
• spectrum@spectrum-financial-inc.com

Securities Offered Through Securities America Inc., Member FINRA-SIPC.  Advisory services offered through Securities America Advisors, Inc. 
Spectrum Financial Inc. and the Securities America companies are unaffiliated.
Licensed to sell Securities in NC, SC, TN, VA, GA, FL, MA, CO and OH.