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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Financial Partners Group
3610 River Crossing Pkwy
Suite 200
Indianapolis, IN 46240
Phone: 317-573-5100
800-735-4761
Fax: 317-573-5113
www.financialpg.com nasbury@financialpg.com

New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.

Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.

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