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?

$
 
   
   
Canty's Financial Strategies, arvada financial planning *, asset management, tax preparation arvada
5720 Zephyr Street
Arvada, CO 80002
Phone: (303) 424-8757 Fax: (303) 951-5076
info@askthetaxexpert.com

Leann is a registered representative registered to transact business with clients in Colorado.  Leann is also an insurance agent licensed in Colorado.  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.   Canty's Financial Strategies, Inc. is not a registered broker/dealer or independent investment advisory firm.

Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC,  6333 N. 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
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value