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?

$
 
   
   
Advanced Wealth Management Group
701 Fourth Avenue South, Suite 1600 Minneapolis, MN 55415
Phone: (612) 347-8669 Fax: (612) 313-7546

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.


 

 The information on this website is intended for use only by residents of the states listed below. Securities related services may not be provided to individuals residing in any state not listed. Arizona, California, Colorado, Florida, Illinois, Minnesota, Ohio, Virginia and Wisconsin.

Advanced Wealth Management Group is not affiliated to Financial Network Investment Corporation.  

[ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure | www.financialnetwork.com ]