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?

$
 
   
   
Sterk Financial Services, Inc
350 Oak Tree Lane, Ste 150 Dakota Dunes, SD 57049
Phone: 605-217-3555, 866-800-2186 Fax: 605-217-3535
marysterk@sterkfinancialservices.com

 

 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor.  Sterk Financial Services, Inc. and Woodbury Financial Services, Inc. are not affiliated entities.

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