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?

$
 
   
   
Wealth Management Inc.
2311 Biscayne Drive, Suite 140 Little Rock, AR 72227
Phone: Local 501-217-4069
Toll Free 1-877-211-4069
Fax: 501-217-9775
Rob.Holdford@Lpl.Com Brad.Isroff@Lpl.Com Janet.bb@lpl.com Service@TheWealthManagementTeam.Com

Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor,

Member FINRA/SIPC.