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?

$
 
   
   
BC&I Wealth Management
2422 East 117th Street Burnsville, MN 55337
Phone: 952-277-0720 Fax: 952-882-9499
randall.schumacher@siionline.com james.ball@siionline.com barry.minsker@siionline.com robert.starkey@siionline.com michelle.straub@siionline.com cary.natoli@siionline.com

Securities and advisory services offered through SII Investments, Inc., member FINRA, SIPC, and a Registered Investment Advisor. BC&I Wealth Management and SII Investments, Inc. are separate and unrelated companies. SII does not provide tax or legal advice.


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