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
651 Sunset Dr. Naperville, IL 60540
Phone: (630) 355-5955 Fax: (630) 355-5960
www.streamlineplanning.com tim@streamlineplanning.com

Securities Offered Through QA3 Financial Corp. Member FINRA/SIPC
Advisory services offered through QA3 Financial, LLC, an SEC Registered Investment Advisor
One Valmont Plaza, 4th Floor, Omaha, NE 68154 (402) 964-3700
Streamline Financial Services is not affiliated with QA3 Financial Corp.

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