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?

$
 
   
   
Heritage First Financial planning, retirement planning, investments, kansas city, missouri, 64112, 64113, CFP, Don, Lueke, Donald, heritage, heritage first, legacy, leagacy planning, planning, success, goals, family, philanthropy, stewardship, investing, saving, insurance, annuity, annuities, advice
800 W. 47th St
Suite 709
Kansas City, MO 64112
Phone: 816.931.0375 Fax: 816.753.0232
dlueke@heritagefirst.net