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?

$
 
   
   
Family Legacy Group, Inc.
3600 Arco Corporate Drive, Ste 220 • Charlotte, NC • 28273
Phone: 877-904-9880 • Fax: 704-831-3598
• service@familylwm.com

All written content on this site is for information purposes only.  Opinions expressed herein are solely those of Family Legacy Wealth Management, LLC, and our editorial staff.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual advisor prior to implementation.  Fee based financial planning and investment advisory services are offered by Family Legacy Wealth Management, LLC, a Registered Investment Advisor in the State of North Carolina. Insurance products and services are offered through Family Legacy Group, Inc.. Family Legacy Wealth Management, LLC and Family Legacy Group, Inc. are affiliated companies.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted.  Family Legacy Group, Inc. is a BBB Accredited Business.

 

 

 

 

 

 

 

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