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?

$
 
   
   
Snider, Fuller & Associates
5 Depot Street • Athens , OH • 45701
Phone: (740) 594-8385 • Fax: (740) 592-6101
• investments@sniderfuller.com

 

Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC.

 

Investment Advisory Services offered through Investment Advisory Representatives of NFPSI.

 

Snider Fuller & Associates is a member of PartnersFinancial, an affiliate of NFPSI.

Snider Fuller & Associates and NFPSI are not affiliated.

 

NFP Securities, Inc. does not provide tax or legal advice.  Any decisions whether to implement these ideas

should be made by the client in consultation with professional financial, tax, and legal counsel.

 

This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.