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?

$
 
   
   
Financial Strategies Group
1220 28th Avenue North • Fargo , ND • 58102
Phone: (701) 234-0103 • Fax: (701) 234-0106
• Doug Schmitz Beth Boechler

Securities Offered Through NorhtStar Financial Partners (NSFP) Member FINRA/SIPC.  Advisory Services Offered Through Financial Strategies Group, Inc (FSG) A Registered Investment Advisor. FSG is independent of NSFP.
 

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