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?

$
 
   
   
Gem Young Insurance & Finanical Services, Inc.
1393 Boardman Canfield Rd. Suite B • Boardman, OH • 44512
Phone: 330-758-8141 • Fax: 330-726-8756
www.gemyoungfinancial.com • info@gemyoung.com

One or more individuals are securities licensed through Investacorp, Inc., A registered broker/dealer, member FINRA and SIPC, in the following states: FL, IL, KY, MI, NV, OH, PA, VA. Securities busienss cannot be transacted in other states until after the appropriate license is obtained. FINRA's homepageis www.finra.org and Securities Investor Protection Corporation's homepage is www.sipc.org. Linked sites are stricktly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp Inc. and its affiliates.