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?

$
 
   
   
Welshire Capital, LLC| Onalaska, Wisconsin | Brent Welch| Financial Planning | Retirement Planning | 401k | Welath Management
9538 East 16 Frontage Road Onalaska, WI 54650
Phone: (608) 783-0003

Toll Free: (800) 829-7526

Fax: (608) 782-0002
Brent@welshirecapital.com Jennifer@welshirecapital.com Josh@welshirecapital.com Karen@welshirecapital.com Kevin@welshirecapital.com Kristy@welshirecapital.com Lacie@welshirecapital.com Lynette@welshirecapital.com
Securities offered through Comprehensive Asset Management and Servicing, Inc (CAMAS), 1-800-637-3211, member FINRA/SIPC/MSRB, Brent Welch Registered Representative · Advisory services offered through Welshire Capital, LLC, an SEC Registered Investment Advisory Firm · Brent Welch, CFP™, ChFC, Managing Member and Investment Advisor Representative. Welshire Capital, LLC and CAMAS are separate and unrelated companies.
Copywright 2011
www.Welshirecapital.com