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?

$
 
   
   
Zerkle Financial Services, LLC
2698 Sawbury Boulevard Columbus, OH 43235
Phone: (614)889-8987 Fax: (614)792-8507
szerkle@multifin.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

2698 Sawbury Boulevard
Columbus, Ohio 43235

 

Zerkle Financial Services, LLC and Multi-Financial Securities Corporation are not affiliated companies.

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