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?

$
 
   
   
Heritage Financial Services, LLC
1010 S. 120th Street, Suite 200 Omaha, NE 68154
Phone: (402) 558-6860 Fax: (402) 558-9748
twilkinson@heritagefinservices.com

Heritage Financial Services, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Copyright 2012 Heritage Financial Services, LLC, Securian Financial Network. All Rights Reserved.