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?

$
 
   
   
The Legacy One Group
24 Greenway Plaza, Suite 1507 • Houston, TX • 77046-2404
Phone: 713-960-0200 Toll Free: 1-888-818-1212 • Fax: 713-960-1230
• legacyonegroup@fscadvisor.com

 

Within The Legacy One Group are financial advisors registered with FSC and are securities registered in all 50 states. No offers may be made or accepted from any resident outside the U.S.  
 

Securities, insurance products and investment advisory services offered through FSC Securities Corporation and its affiliates, member FINRA/SIPC and a registered investment advisor ♦The Legacy One Group is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.