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?

$
 
   
   
JMI Financial Group
3490 East Lake Road, Suite B Palm Harbor, FL 34685
Phone: (727) 771-1200 Fax: (727) 771-6088
www.jmiFinancial.com jmiFinancial@lpl.com

Securities offered through LPL Financial.  Member FINRA/SIPC.  Investment advice offered through JMI Financial Group, a registered investment advisor and separate entity from LPL Financial.