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?

$
 
   
   
Thomas A. Wittkopf
541 Central Ave • Florence, WI • 54121
Phone: 715-528-4844 • Fax: 715-528-4986

Mailing Address
PO Box 500
Florence, WI 54121
www.coppertopfinancial.com • tom.wittkopf@siionline.com

 SII Investments, Inc., member FINRA, SIPC and a Registered Investment Advisor is not affiliated with State Bank of Florence or Coppertop Financial . Securities and advisory services offered through SII Investments, Inc. are *not insured by the FDIC or any other Federal Government Agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.


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