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?

$
 
   
   
Retirement & Estate Advisors, Inc. Fort Collins, CO 80525 Financial, Estate and Retirement Planning
4703-B Boardwalk Drive Suite 1 • Fort Collins, CO • 80525
Phone: 970-223-0907 • Fax: 970-223-2615
• jvf@reagroup.us

 

LICENSING: We have individuals licensed to sell insurance in the following states: Colorado, Arizona, California, Florida, Idaho, Illinois, Iowa, Montana, Nebraska, New Mexico, New York, Ohio, Oregon, Washington, and Wyoming.

We have individuals licensed to sell securities in: Colorado, Arizona, California, Florida, Idaho, Illinois, Iowa, Montana, Nebraska, New Mexico, New York, Ohio, Oregon, Washington, and Wyoming.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242, 513-794-6794.

Investment Advisory Services offered through the REA Capital Management, LLC. REA Capital Management and The O.N. Equity Sales Company are not affiliated.

 

Please see important disclosure information regarding REA Capital Management LLC in the About Us box on this page.