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?

$
 
   
   
First State Financial Management
225 East Columbia Street Farmington, MO 63640
Phone: 573-756-8971 or 1-800-748-7169 Fax: 573-756-3431
ccrites@fsfmonline.com

 

Member:  FINRA & SIPC

FSFM is an affiliate of First State Community Bank due to common ownership.

No bank guarantee ♦ Not FDIC insured ♦ May lose value

www.fsfmonline.com

 

 

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