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?

$
 
   
   
Financial Strategies
1220 28th Avenue North Fargo, ND 58102
Phone: (701) 234-0103 Fax: (701) 234-0106
craig@finstrat.com dannie@finstrat.com tawna@finstrat.com

Securities Offered Through NorthStar Financial Partners, Inc (NSFP) Member FINRA/SIPC. Advisory Services Offered Through Financial Strategies Group, Inc (FSG) A Registered Investment Advisor. NSFP is independent of FSS.

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