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 Potter Financial Group
1816 Front St Suite 220 • Durham, NC • 27705-2582
Phone: (919) 383-7421
Toll free: (800) 545-5830
 • Fax: (919) 383-6284
• info@potterfinancialgroup.com

 

Securities and Investment Advisory Services may be offered through NFP Securities, Inc. Member FINRA/SIPC.  

NFP Securities, Inc. is not affiliated with The Potter Financial Group.

 

Neither Benefit Services and Design nor Benefit Edge of the Carolinas are affiliated with NFP Securities, Inc. or The Potter Financial Group.

  

This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.