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?

$
 
   
   
Furr & Associates Financial
5575 Garden Village Way, Suite C-102 Greensboro, NC 27410
Phone: 336-852-4554 Fax: 336-698-3180
cfurr@furrandassociates.com







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Securities and investment advisory services offered through Woodbury Financial Services, Inc.,

Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164

(800) 800-2638   Woodbury Financial Services, Inc. and Furr & Associates Financial are not affiliated entities.

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