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?

$
 
   
   
HFS Wealth Advisors LLC
3866 Brecksville Road
Richfield OH 44286

8205 Wales Avenue
North Canton OH 44720		 •
Phone: 330-659-7140 • Fax: 330-659-7145

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: Arizona, California, Florida, Georgia, Illinois, Maryland, Missouri, New Jersey, Ohio, Pennsylvania, South Carolina, Texas, Virginia.   Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research and HFS Wealth Advisors, LLC are not affiliated companies.