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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Investment Concepts, Inc.
200 Wall Street Piedmont, SC 29763
Phone: (864)220-5222 Fax: 864-220-5511
www.investmentconcepts.pfyfn.com bc@investmentconceptsinc.net kb@investmentconceptsinc.net

Securities are offered through ProEquities Inc., a registered Broker/Dealer, member FINRA and SIPC. Advisory Services offered through Investment Advisors, a division of ProEquities Inc. a Registered Investment Advisor. 864-220-5222 Investment Concepts Inc. is independent of ProEquities Inc.