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?

$
 
   
   
CGI Financial Services
171 Londonderry Turnpike Hooksett, NH 03106
Phone: 603.232.9317 Fax: 603.622.4618
rmclaughlin@cgifinancialservices.com

Securities offered through L.M. Kohn & Co. Memeber SIPC/FINRA, 9810 Montgomery Rd., Cincinnati OH 45242 1(800) 478-0788

Privacy Policy