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?

$
 
   
   
Veritas Financial
Veritas Financial Services LLC

Plymouth Location

506 East Mill St. Suite 101
Plymouth, WI 53073

Oshkosh Location

923 South Main St.
Oshkosh, WI 54901
Phone: 920-893-5262 Fax: 920-893-5689
margaret.wittkopp@veritasinvesting.com