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?

$
 
   
   
Coleman Financial Group
3 Bethesda Metro Center #700 • Bethesda, MD • 20814 (By Appointment Only)
Phone: 301-941-1810 • Fax: 301-657-9776
• info@cfgplanning.com

Registered Investment Advisor.

Securities offered through H. Beck, Inc. Member FINRA/SIPC 11140 Rockville Pike, 4th Fl, Rockville, MD 20852 301-468-0100. H.Beck, Inc. and Coleman Financial Group, LLC are not affiliated.

We currently have represenatives registered to offer securities in the States of Maryland, Virginia and the District of Columbia and to sell insurance products in the States of Maryland, Virginia and the District of Columbia. This is not an offer to sell or solicit securities or insurance in any other state or jurisdication.