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?

$
 
   
   
Wolfe Financial Group
1515 International Parkway, Suite 1001 Lake Mary, FL 32746
Phone: 407-333-0355 Fax: 407-333-0352
receptionist@wolfefg.com

IRS Special Award Sep 04

We are Licensed in the State of Florida, New York, South Carolina, Oregon, Georgia, Ohio, Michigan & Colorado.

 

 

 

 Securities through G.A. Repple & Company, A Registered Broker/Dealer and Investment Advisor, Member FINRA, SIPC

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