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 Health Network
20950 Center Ridge #305 • Rocky River, OH • 44116
Phone: (440) 331-2424, (800) 346-1525 • Fax: 216-328-9604
• rolf@pesmail.com

Secutities offered through ProEquities, Inc. a Registered Broker/Dealer and Member FINRA/SIPC. Financial Health Network, Inc. is independent of ProEquities, Inc.

IMPORTANT CONSUMER INFORMATION: A broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment, BD agent, or IA rep registration requirments, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering or personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Rolf Jaegersen is registered to offer securities products and services in Ohio.and Florida.