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?

$
 
   
   
Planto Roe Financial Services, Inc.
19230 Stonehue, Suite 4200 San Antonio, TX 78258
Phone: (210) 477-7140 Fax: (210) 477-7276
sharon.rohrbach@plantoroe.com

Planto Roe Financial Services, Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Copyright 2012 Planto Roe Financial Services, Inc., Securian Financial Network. All Rights Reserved.