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?

$
 
   
   
Timberland Financial Group
131 Flinn Street, Suite C Batavia, IL 60510
Phone: 630.406.9900 or 630.406.9977 Fax: 630.406.9924
www.timberlandfinancial.com kortm@timberlandfinancial.com gearya@timberlandfinancial.com

Securities offer through Ausdal Financial Partners, Inc. Member FINRA, SIPC, MSRB. Ausdal Financial Partners, Inc. and Timberland Financial Group, LLC are independent companies and not affiliated. www.finra.org   www.sipc.com www.ausdal.com Advisor Representative of and Advisory services offered through Ausdal Financial Partners, Inc., a SEC Registered Investment Advisor.  Disclosure

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