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?

$
 
   
   
FWH FINANCIAL GROUP, INC.
12387 Lewis Street Suite 101 Garden Grove , CA 92840
Phone: 714-750-1904 Robert Vaughn
Fax: 714-750-3354
rvaughn@walnutstreet.com

Securities offered by a Registered Representative of Walnut Street Securities, Inc.(WSS) Member FINRA&SIPC, FWH Financial Group is not affiliated with WSS. Securities activities are supervised from a WSS office at 26477 Rancho Parkway South, Lake Forest, CA 92630.   CA Insurance Lic.  #0741752

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