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?

$
 
   
   
Bryon Holz & Associates
207 Cindy Lane

Brandon, Florida 33510
Phone: 813.684.1163 Fax: 813.651.1241
www.bryonholz.com bryon@bryonholz.com

* Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA & SIPC and a registered investment advisor.  Bryon Holz & Associates is not affiliated with SPF or registered as a broker-dealer or investment advisor.  SPF does not give tax or legal advice.