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?

$
 
   
   
Bank Financial Wealth Management Department
15W060 North Frontage Road Burr Ridge, IL 60527
Phone: 630-242-7113 Fax: 630-242-7840
kenneth.loebel@primevest.com

Securities and insurance products are offered by PrimeVest Financial Services, Inc., a registered broker-dealer and licensed insurance agency, member FINRA/SIPC. PrimeVest is not affiliated with the financial institution where investment services are offered.  Advisory services may only be offered by Investment Adviser Representatives in connection wiht an appropriate PrimeVest Advisory Services Agreement and disclosure as provided. 

Investment products are:

View PrimeVest Privacy Policy and other Important Information

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

 

 

[ Online Privacy Policy | Other Important Disclosures | Business Continuity ]