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?

$
 
   
   
Progressive Financial Services
1036 E. Iron Eagle, Ste 130 Eagle, ID 83616
Phone: (208) 939-9448 or toll free (866) 939-9467 Fax: (208) 939-9642
tracy@progressivefs.com