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?

$
 
   
   
Robert Whelan Financial Services
2895 NORTH WESTWOOD BLVD POPLAR BLUFF, MO 63901
Phone: 573-785-3008 Fax: 573-785-5271
robert@tcmax.net

*Robert J. Whelan is a registered representative registered to transact business with clients in AZ, AR, IL, MO, NC, OK. Robert J. Whelan is also an investment adviser representative licensed in AL, AZ, FL, MO, NC . Robert J. Whelan is insurance licensed in the following states, MO, AR. If you are not a resident of the states noted, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Advisory Services Offered Through H.D. Vest Advisory ServicesSM, Member:  SIPC, .

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"Investments & Insurance Products:

·Are not insured by the FDIC or any federal government agency

·Are not deposits of or guaranteed by the bank or any bank affiliate

·May lose Value"