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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Kidder Investments & Insurance
P.O. Box 33613 Northglenn, CO 80233
Phone: 303-920-2344 Fax: 303-672-9220
kidderinvestments.pfyfn.com tkidder@walnutstreet.com

 

Todd Kidder is a registered representative and an investment advisor representative of and offers securities and investment advisory services through Walnut Street Securities, Inc. (WSS), member FINRA/SIPC.  Kidder Investments & Insurance is a separate enity from WSS. Securities supervised from a Walnut Street Securities, Inc. office at 7400 E Orchard Rd, Ste 120, Greenwood Village, CO 80111 (720) 488-6870

 

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