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?

$
 
   
   
Christian Financial Services
16501 Northcross Drive
Suite A2
Huntersville, NC 28078
Phone: 704-895-5400 Fax: 704-895-2900
terry@ChristianFinancialNC.com

Advisory Services provided through Creative Financial Designs, Inc., a Registered Investment Adviser and Securities offered through cfd Investments, Inc., a Registered Broker/Dealer, MemberFINRA & SIPC, 2704 South Goyer Rd, Kokomo, Indiana 46902 (765) 453-9600.  Adviser not licensed in all states.