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?

$
 
   
   
The Compass Group
3025 N Harbor Lane, suite 238 Plymouth, MN 55447
Phone: 763-519-1466 Fax: 763-519-1456
Mkrein@sagepointadvisor.com

*Michael Krein offers securities and investment advisory services through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. The Compass Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. 

*John Perry offers securities through SagePoint Financial, Inc., member FINRA/SIPC. The Compass Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.