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?

$
 
   
   
The Cumberland Financial Group, LLC.
6250 Hwy 40 E, Suite 3
St. Marys, Georgia 31558

Phone: 1-912-576-3700
Fax: 1-912-576-3709

Also serving Florida
charlie@tcfg-fl.com

mary@tcfg-fl.com

 

Charles Smith is a Registered Representative offering securities through Questar Capital Corporation (QCC), Member of FINRA/SIPC.  Charles Smith is an Investment Advisor Representative offering advisory services through Questar Asset Management (QAM), a Registered Investment Advisor. The Cumberland Financial Group LLC is independent of QCC and QAM.