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?

$
 
   
   
Carol Holm Financial
494 N. Meridian Blackfoot, ID 83221
Phone: 208-785-6218 Fax: 208-785-6170
cholm@cfiemail.com cnewsome@cfiemail.com

Carol Holm and Cami Newsome offer securities through Centaurus Financial, Inc. a registered broker/dealer and a member FINRA and SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intened for use by individuals residing in Arizona, California, Idaho, Montana, Utah, Washington, and Wyoming. Carol Holm Financial and Centaurus Financial, Inc. are not affiliated. Branch office: 320 E Neider Ave., Suite #103, Coeur d'Alene, ID 83815, 208-665-5894

 

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