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?

$
 
   
   
Alpha Financial Services
3038 State St. • Columbus, IN • 47201
Phone: 812-799-0039 • Fax: 812-799-0039
• Scott@makingmoneymakesense.net

Scott E. Oliphant is a Registered Representative offering Securities through cfd Investments, Inc., Registered Broker/Dealer, Member FINRA & SIPC. 2704 S. Goyer Rd. Kokomo, IN 46902
Alpha Financial Services, Inc. is not owned or controlled by cfd Investments, Inc.