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?

$
 
   
   
New Financial Concepts | Serving the Greater Cincinnati and Northern Kentucky Area's Financial Needs
Northern Kentucky Offices
549 Centre View Blvd.
Crestview Hills, KY 41017
Phone: (859) 331-0316
Toll Free: 1-855-252-1480
Fax: (859) 331-0581
Maps & Directions

Cincinnati Office
300 E Business Way, Suite 200
Cincinnati, OH 45241
Phone: (513) 247-6109
Fax: (513) 247-6199
Maps & Directions

Email Us:
info@nfc123.com