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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Irving Planning & Investments, Ltd.
3333 S. Wadsworth Blvd.,
Suite 320,
Lakewood , CO 80227
Phone: 303-985-4100 Fax: 303-989-5083
www.Irvingplanning.com mike@irvingplanning.com

 

 

 

 

 

Securities Offered Through FSC SECURITIES CORPORATION, a registered broker-dealer, member FINRA/SIPC. Investment advisory services offered through Irving Planning & Investments, Ltd., a registered investment advisor not affiliated with FSC Securities Corporation.  

 

 Investment products and services available only to residents of California, Colorado, Georgia, Idaho, Illinois, Iowa, Kansas and Virginia.

 

Fee based investment advisory services offered through Irving Planning & Investments, Ltd.