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?

$
 
   
   
Fowler Financial Group, LLC
8050 Becket Center Drive, suite 117
West Chester Oh 45069
West Chester, OH 45069
Phone: (513) 887-PLAN (7526) Fax: (513) 893 -1446
etoddfowler@yourwealthcenter.com