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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Tax-Deferred Retirement Planners
780 NW Broad Street, Suite 500 Southern Pines, NC 28387
Phone: 910-246-1400, 800-274-4515 Fax: 910-401-1540
www.tdrp.com web@tdrp.com

Securities, Investments Advisory Services & Financial Planning offered through H. Beck, Inc. Member FINRA, SIPC.
H. Beck, Inc. and Tax-Deferred Retirement Planners are unaffiliated.

Brady M. Smith is licensed to conduct securities business in the states listed below.  This website is not an offer or solicitation in any other state.  *Indicates states in which Brady is also insurance licensed.
NC*, AK*, CA*, CT*, FL, IA, ID*, IL*, KS, ME, MN*, MT, NJ, NY, OH, PA*, SC*, TN, TX, UT*, VA, VT.
Brady is also licensed as an Investment Advisor Representative in North Carolina.

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