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?

$
 
   
   
Southwest Financial Services, LLC, Beaverton, OR
8285 SW Nimbus Ave., Suite 191 • Beaverton, OR • 97008
Phone: (503) 620-7100 • Fax: (503) 620-7110
• ann@sw-accounting.com

Susan Gilman is a registered representative registered to transact business with clients in Oregon, Washington, California, Pennsylvania, Texas and Florida. Susan Gilman is advisory licensed in the following states: Oregon, Washington, California, and Pennsylvania.  Susan Gilman is also an insurance agent licensed in Oregon, Washington and Florida. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value

Southwest Financial Services, LLC is not a registered broker/dealer or independent investment advisory firm.