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?

$
 
   
   
Webster Tax & Financial Services
2505 Costa Drive • Galesburg, IL • 61401
Phone: (309) 344-1987
Mobile Phone: (309) 368-1799 (Forwards directly to answering / scheduling service during tax season)		 • Fax: Please call for fax #
• dwebster@americanportfolios.com

Securities Offered Through American Portfolios Financial Services, Inc.  Member FINRA, SIPC.  Webster Tax and Financial Services is Independent of American Portfolios.

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