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?

$
 
   
   
Eggert Financial Management, Inc.
7200 South Alton Way
Suite A-210
Centennial, CO 80112
Phone: 303-414-0400 Fax: 303-414-0402
info@eggertfinancial.net

Securities offered through Colorado Financial Service Corporation - Member FINRA/SIPC

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