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?

$
 
   
   
Investment Professionals, Inc. - Steve Andersland San Antonio, TX
16414 San Pedro Ave., Ste. 150 • San Antonio, TX • 78232
Phone: Main office: 800-593-8800 Direct: 210-483-5056 • Fax: 866-863-0711
• steve.andersland@invpro.com

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA www.finra.org & SIPC www.sipc.org.  The investment services offered by IPI are in no way affiliated with or offered by the bank or credit union where IPI may maintain an office.  Customers work solely through IPI with respect to their investment, brokerage and securities transactions.  IPI does not offer or provide legal or tax advice  Please consult your attorney and/or tax advisor for such services.  The products offered by Investment Professionals, Inc. are not insured by the FDIC, The NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.

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