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?

$
 
   
   
Mitchler Financial Group
803 Bombay Lane Roswell, GA 30076
Phone: 770-521-6077 Fax: 770-521-6768
david@mitchlerfinancial.com

 

 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.,

Member FINRA, SIPC and Registered Investment Advisor. Mitchler Financial Group, LLC and Woodbury Financial Services, Inc. are unaffiliated entities. PO Box 64284 • St. Paul MN 55164 • 800-800-2638

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