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?

$
 
   
   
Ostheim Financial Group, INC.
205 North Maple Street Suite 1 • Simpsonville, SC • 29681
Phone: 877-225-2995 toll free
864-228-2990 local		 • Fax: 864-962-9170
• jostheim@Ostheim.net



 

 

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INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer is not affiliated with Ostheim FINANCIAL GROUP, INC. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies.  Advisory Services are offered through INVEST.  INVEST does not provide tax or legal advice.

 

 

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