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?

$
 
   
   
Commonwealth Capital Management, LLC
10345 Linn Station Road, Suite 200 Louisville, KY 40223-3854
Phone: 502.420.9912 Toll-Free 866.430.4299 Fax: 502.420.9913
scott@ccmresource.com

Securities and Investment advisory services are offered through registered representatives and investment advisor representatives of  Walnut Street Securities, Inc. (WSS). Member FINRA/SIPC, a registered investment advisor. Commonwealth Capital Management (CCM) is not affilliated with  WSS
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