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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Securities America
701 Devonshire Dr. Champaign, IL 61820
Phone: (217)356-6533 Fax: (217)356-6577
www.lesterfinancialgroup.com todd@lesterfinancialgroup.com
Securities offered through Securities America, Inc.  Member FINRA & SIPC.  Advisory services offered through Securities America Advisors, Inc.  Todd Lester, Representative. Lester Financial Group is not affiliated with the Securities America companies.
This website is neither an offer to buy nor a solicitation to sell securities.
Representatives of Lester Financial Group are licensed to offer securities for the following states: AZ, CA, CO, FL, IL, IN, KS, TN.
Representatives of Lester Financial Group are licensed to offer insurance for the following states: IL, KS & OH