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?

$
 
   
   
Concord Financial Group
1000 North West Street Wilmington, DE 19801
Phone: (302)478-4707 Fax: (302)478-4745
ephie@concordfinancialgroup.com
Concord Financial Group LLC is a branch office of WFG Investments, Inc. (WFG).
Ephie Coumanakos is a Registered Representative of WFG.
 Securities offered through WFG Investments, Inc.  Member FINRA &SIPC.