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?

$
 
   
   
Christopher C. Fess, ChFC, CASL, CLU, ChFEBC
5601 Granite Parkway, Suite 370 Plano, TX 75024
Phone: 972.377.9070 Fax: 214.423.1823
www.chrisfess.com chrisfess@mail.com


 



Chris Fess offers Securities and Investment Advisory Services through KCD Financial, Inc.  Knowel McGraw offers Securities through KCD Financial, Inc.


 


 






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