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?

$
 
   
   
Jim Barlow Advisors
2317 North Hill Field Road Suite 102 Layton, UT 84041
Phone: 801-773-1644
Toll Free 888-740-0250
Fax: 801-773-1574
jim@jimbarlowadvisors.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.


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Investment and Insurance products and services from this representative(s) available to residents of Utah and Idaho. (Some of our representatives may be registered in other states. Please call contact our office to inquire about your state.)


Jim Barlow Advisors is not affiliated with Financial Network Investment Corporation

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