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?

$
 
   
   
Sonnenfield Financial, Inc.
902 E. 2nd St., Suite 150 Winona, MN 55987
Phone: 507-454-7650 Fax: 507-454-4151
terry@sonnenfeldfinancial.com

Securities offered through Geneos Wealth Management, Inc.

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