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?

$
 
   
   
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Investment Advisory Services and Securities are offered through GWN Securities, Inc. Member FINRA, SIPC, - 11440 N. Jog Road Palm Beach Gardens, Fl. 33418  (561)  472-2700. 

Wendell Financial Services, LLC is not an affiliate nor is controlled by GWN Securities, Inc. 

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