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?

$
 
   
   
Neal Financial Group LP
1770 St. James Place Suite 360 Houston, TX 77056
Phone: 713-880-5337 or Toll free 866-880-5337 Fax: 713-880-5748
Mail@NealFinancial.com

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC