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?

$
 
   
   
Bonebrake Financial Planning and Investments
100 W 13th Ave Ste 200 • Eugene, OR • 97401
Phone: Eugene: 541-868-3800 Roseburg: 541-673-0251
Toll Free: 888-590-1824		 • Fax: 541-485-0755
• david@bonebrakefinancial.com

Securities offered through Securities America, Inc., Member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc.  Bonebrake Financial Planning & Investments is not an affiliated entity of the Securities America companies.