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?

$
 
   
   
West Michigan Financial Planners | Grand Rapids Investment Advisors | BCF
8233 Byron Center Ave P.O. Box 189 • Byron Center, MI • 49315-8111
Phone: 616-583-9000 • Fax: 616-583-9014

Securities offered through Securities America Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Kevin C. Fifield, representative. BCF Wealth Strategies, Inc., is not affiliated with any Securities America company.