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?

$
 
   
   
United Beneficial
P.O. Box 54842 Hurst, TX 76054-4842
Phone: 817-498-7717
www.UnitedBeneficial.com weldon.mckinney@cfdinvestments.com

Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor · Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA · SIPC · 2704 S. Goyer Rd · Kokomo, IN46902 · (765) 453-9600 · United Beneficial is not affiliated with cfd Investments, Inc. or Creative Financial Designs,Inc.