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?

$
 
   
   
Shoemaker Financial
2176 West Street, Suite 110 Germantown, TN 38138
Phone: (901) 757-5757 (800) 757-1059 Fax: (901) 756-9480
jshoemaker@shoemakerfinancial.com

Shoemaker Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

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