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?

$
 
   
   
Insured Wealth Management, LLC
6860 N. Dallas Parkway
Suite 200
Plano, TX 750246
972-381-2778

6800 Heritage Parkway
Suite 200
Rockwall, TX 75087
972-412-6064
Phone: 972-381-2778 Plano Office
972-412-6064 Rockwall Office
Fax: 972-265-7937
info@insured-wealth.com

 

 

 

 

Marc Helfrich, Idolina Shumway & Rick Lucas are Registered Representatives - Securities and Advisory Services Offered Through Veritrust Financial L.L.C.  Broker/Dealer.
Member FINRA/MSRB/SIPC. SEC Registered Investment Advisor.              
Robert C. Badali is an independent Investment Advisor registered with the Texas State Securities Board.  Insured Wealth Management and Veritrust Financial L.L.C. are unaffiliated entities.

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