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?

$
 
   
   
Horan Financial Services
6 Oswego Street Baldwinsville, NY 13027
Phone: (315) 635 - 3666 Fax: (315) 635 - 3715
david.horan@tssimail.com sean.becker@tssimail.com

Securities and investment advisory services offered through registered representatives and financial advisors of Tower Square Securities, Inc. (TSS)  Member FINRA/SIPC.  Horan Financial Services is not affiliated with TSS. 

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