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?

$
 
   
   
www.nfservicesinc.com
4401 Starkey Road Roanoke, VA 24018
Phone: (540) 989-4600 Fax: (540) 989-0109
Monroe_MaryBeth@nlvmail.com

 


Securities and Investment Advisory Services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Broker/Dealer and Registered Investment Advisor, 4401 Starkey Road, Roanoke, Virginia  24018 540-989-4600. National Financial Services Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.


 



 


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