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?

$
 
   
   
Minneapolis Financial Consultants, LLC
Jack Benke, CEA Serving: MN, WI, FL ,
Phone: 651-405-9105
Cell Phone: 651-398-3183
Toll Free: 866-639-0212
Fax: 651-452-4307
jtbenke@pro-ns.net

The information provided is not written or intended as specific tax or legal advice.  Individuals are encouraged to seek advice from their own tax and legal counsel. 


 



 

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