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?

$
 
   
   
Ben Fogarty & Bryan Stoltenberg
5015 Underwood Ave Omaha, NE 68132
Phone: 402.502.8789 Fax: 402.502.8779
klehman@dundeebanking.com

 

 

 

 

 

 

Securities offered through Securities America, Inc.  Member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc.  Bryan Stoltenberg, Robin Richardson and Bennett Fogarty, Representatives. Dundee Bank dba Dundee Financial Services and the Securities America companies are unaffiliated.  NOT FDIC INSURED.  NOT BANK GUARANTEED.  MAY LOSE VALUE.

This website is neither an offer to buy nor a solicitation to sell securities.  Securities licensed:  AR, AZ, CA, CO, CT, DC, FL, IA, IL, MN, MO, NE, OH, OR, SD, TX, VA, WI.  Advisory licensed:  NE, TX.  Insurance licensed:  CA, CO, FL, IA, MO, NE, OR, SD, VA, WI.  Bryan Stoltenberg CA Ins Lic: 0E65050