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?

$
 
   
   
Tom Luing, Investment Adviser Representative | Capital Management Associates, Inc.
7900 Xerxes Avenue South
Suite 500		 • Bloomington, MN • 55431
Phone: Direct: 952-746-1111 Main: 952-893-1200 • Fax: 952-893-0133
• toml@tomluing.com

As a Certified Financial Planner® , who focuses on your personal financial situation and helps you pursue your dreams, Tom Luing adheres to the highest standards and code of ethics in the industry. Securities through Capital Management Securities, Inc., Member FINRA, SIPC  Private Policy.