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?

$
 
   
   
Pinnacle Hills Financial Services, LLC
4201 W. New Hope Rd. Rogers , AR 72758
Phone: 479-631-9700 Fax: 479-631-9702
www.pinnaclehillsfinancialservices.com bhill@summitbrokerage.com

Pinnacle Hills Financial Services, LLC., an independent firm with securities offered through Summit Brokerage Services, Inc. member FINRA & SIPC, and advisory services offered through Summit Financial Group, Inc., a registered investment advisor. 

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