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?

$
 
   
   
www.creativecapital.com
17705 Hale Ave Building I, Suite 4 Morgan Hill, CA 95037
Phone: (408) 778-6677
Toll Free (888) 882-6677
roxann.michaelsen@securitiesamerica.com

Roxann S. Michaelsen, CFP®, CLU


California Insurance License 0798331


States Securities Licensed - AZ CA CO KY MO OH OR


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Creative Capital Insurance Sales Corp. California Insurance License 0580830


Securities Offered Through Securities America, Inc., a Registered Broker/Dealer Member FINRA & SIPC. Creative Capital Insurance Sales Corp is not affiliated with Securities America, Inc.