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?

$
 
   
   
CORNERSTONE FINANCIAL ADVISORS
1858 E. 1st St. Idaho Falls, ID 83401
Phone: (208) 529-6643 Fax: (208) 529-9820

Licensed to sell insurance and annuity products in AL, CA, CO, ID, MI, MT, NV, PA, TX, UT, WA and WY. Darren Josephson, Dee D. Whittier, Lisa Sorenson, David Schofield and Matthew Porter are Registered Representatives of, and offer securities through, The O.N. Equity Sales Company, member FINRA/SIPC, Investment advisory services offered through O.N. Investment Management Company. Darren Josephson, Dee D. Whittier, Lisa Sorenson, David Schofield and Matthew Porter are Investment Advisor Representatives. Cornerstone Financial Advisors and The O.N. Equity Sales Company are not affiliated.

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