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?

$
 
   
   
LifeStyle Financial Network, LLC
2700 Highway 280 East
Suite 130
Birmingham, AL 35223
Phone: (205) 871-2265
Toll Free: (888) 277-2272
Fax: (205) 871-2237
reed@lsfnonline.com thawkins@lsfnonline.com

Securities offered through Securities America, Inc., Member FINRA/SIPC, C. Reed Terry, Registered Representative. Advisory services offered through Securities America Advisors, Inc., C. Reed Terry, Investment Advisor Representative. LifeStyle Financial Network, LLC and the Securities America companies are not affiliated.  Licensed to offer securities products in AL, GA, FL, PR, TX, OH and TX.  Licensed to offer insurance products in AL and FL. Licensed to offer advisory services in AL and TX.