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?

$
 
   
   
Namey Financial Group
6620 Southpoint Drive South
Suite 600
Jacksonville, FL 32216
Phone: (904) 421-1095 Fax: (904) 421-1097
www.nameyfinancialgroup.com dnamey@nameyfinancialgroup.com

Securities and investment advisory services offered through H. Beck, Inc., member FINRA/SIPC and an SEC registered investment advisor. H. Beck, Inc. and Namey Financial Group, Inc. are not affiliated.  We are registered to offer securities and insurance products in the following states:  Florida, Nevada.  This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction. 

Privacy Policy