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?

$
 
   
   
Streamline Financial Services - Streamline your finances.
651 Sunset Dr. • Naperville , IL • 60540
Phone: (630) 355-5955 • Fax: (630) 355-5960
www.streamlineplanning.com • tim@streamlineplanning.com

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Securities Offered Through QA3 Financial Corp, Member FINRA/SIPC
Advisory services offered through QA3 Financial, LLC, an SEC Registered Investment Advisor
Streamline Financial Services is not affiliated with QA3 Financial Corp or QA3 Financial, LLC

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