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?

$
 
   
   
Securities America
107 Center Drive • Buffalo, MN • 55313
Phone: 763-682-9000 • Fax: 763-682-3228
• dave@sportsmendream.com

 Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc.  Sportsmen Dream Financial and the Securities America companies are separate entities.

 This website is neither an offer to buy nor a solicitation to sell securities.  The representative is licensed to sell and or discuss insurance in the following states:  ID, MN, MO, OH, VA.  The representative is licensed to sell and or discuss securities in the following states:  CA, IA, ID, IN, MN, MO, ND, OH.  The representative is licensed to offer advisory services in the following state: MN.