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?

$
 
   
   
Lighthouse Financial Strategies
8725 Rosehill Road
Suite 320		 • Lenexa, KS • 66215
Phone: Jim 913-322-0006
Phone: Rick 816-537-5148
Phone: Gardner 913-322-0006
 • Fax: Jim 913-322-0007
Fax: Rick 816-537-9964
Fax: Gardner 913-322-0007
• jguyot@LighthouseStrategies.com
rbain@LighthouseStrategies.com
glee@LighthouseStrategies.com

Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor.  Securities are offered through CFD Investments, Inc., member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600.  Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor CFD Investments, Inc.