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?

$
 
   
   
Design Underwriting , Inc.
985 Parchment Dr., SE Grand Rapids, MI 49546
Phone: (616) 957-3380 Fax: (616) 957-0343
ed.thauer@oasecurities.com

Registered Representatives of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered InvestmentAdvisor, Insurance Representative of American United Life Insurance Company® (AUL)  and other insurance companies. Design Financial Group is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.

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