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?

$
 
   
   
Cox Wealth Management, LLC
6031 Shallowford Road, Suite 109 Chattanooga, TN 37421-1984
Phone: (423) 894-3882
Toll Free (800) 929-3574
Fax: (423) 899-6502
info@coxwealth.com

* Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC.

Investment advisory services offered through Cox Wealth Management, LLC Registered Investment Advisor 

 

Cox Wealth Management, LLC. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc

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