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?

$
 
   
   
Kiper Retirement Consultants
4015 Southern Parkway
Louisville, KY 40214
Phone: Main Line (502)380-9191

Holly Kiper direct line (502)272-4924
Todd Kiper direct line (502)272-4926

Toll free 1-877-721-5123
Fax: 1(866)664-2415
hkiper@sammonsrep.com

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hkiper@sammonsrep.com