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?

$
 
   
   
Loehr Financial Planning Services, Inc.
9752 Lantern Road Fishers, IN 46037
Phone: 317.570.4444 Fax: 317.570.4411
www.LoehrFinancial.com jloehr@loehrfinancial.com

Securities offered through LPL Financial.  Member  FINRA/SIPC.  Investment advice offered through Charter Advisory Corporation, a registered investment advisor and a separate entity from LPL Financial.

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