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?

$
 
   
   
American Financial Network - Financial Planning and Investment Management
23975 Park Sorrento, Suite 250 • Calabasas, CA • 91302
Phone: 818.264.4644
Toll Free: 800.585.3326		 • Fax: 818.222.2769
bellen@afn-net.com
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Securities licensed associates of American Financial Network are Registered Representatives offering securities through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Financial planning and advisory services are offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Registered Representatives of Securities America may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Advisor representative registration requirements, or an applicable exemption or exclusion. American Financial Network and the Securities America companies are not affiliated.

American Financial Network
23975 Park Sorrento Suite 250, Calabasas, CA 91302
Toll Free: 800.585.3326 Phone: 818.264.4644 Fax: 818.222.2769