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?

$
 
   
   
Hughes Financial Services, LLC, an Independent Financial Planning Firm specializing in retirement planning, investment management, asset allocation, estate, insurance and education planning.
13800 Coppermine Road, Suite 170 Herndon, VA 20171
Phone: (703) 669-3660 Fax: (703) 880-4905
contact@h4fs.com

 

Hughes Financial Services, LLC, is a branch office of and Securities offered through WFG Investments, Inc. (WFG), member FINRA & SIPC. Registered Representatives of WFG

 

 

 

 

Privacy Policy