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?

$
 
   
   
Financial Design Group
3230 Central Park West, Suite 100 Toledo, OH 43617
Phone: (419) 843-4737 Fax: (419) 843-2623
jim.strasser@fdgonline.com

We have various representatives that are licensed and registered to conduct business in the following states: AK,AZ,CA,CO,FL,GA,IL,IN,KY,MI,MN,MO,NC,NY,OH,PA,SC,TN,TX,VA,WA,WI for non-registered and registered insurance products, as well as securities.

Financial Design Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

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