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?

$
 
   
   
Reed Financial Services, Inc.
8379 Mason Dr. Newaygo, MI 49337
Phone: 1-888-521-6690 Fax: 231-652-2993
www.reedfinsvcs.com lynnreedjr@gmail.com

Investment advice is provided by Horter Investment Management, LLC, an  Registered Investment Adviser.  Insurance and annuity products are sold separately through Reed Financial Services, Inc.  Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions and Trust Company of America.

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