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?

$
 
   
   
Legacy Financial Advisors
117 E. Fourth Street Covington, KY 41011
Phone: 859-655-5225
Toll Free: 866-596-3002
info@legacyfinancialadvisors.com

117 E. Fourth Street, Covington, KY 41011

 Phone: 859-655-5225   Toll Free: 866-596-3002    Fax: 859-655-9049  

 

 

 

Investment Advisory Services offered through Legacy Financial Advisors, Inc. a Registered Investment Advisor.  Securities and investment products offered through Triad Advisors, Member FINRA/SIPC.  Legacy Financial Advisors, Inc. and Triad Advisors are independent non-affiliated entities.