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?

$
 
   
   
Bergey Financial
260 E. North Village Drive, Suite E • Shipshewana, IN • 46565-9195
Phone: 260 768-7649 • Fax: 260 768-7649
• roy@bergeyfinancial.com

Roy M. Bergey is a registered representative with and offers securities through Kovack Securities, Inc. 6451 North Federal Highway Suite 1201, Ft. Lauderdale, FL 33308.  Tel: (954) 782-4771.  Member FINRA/SIPC. Advisory Services offered through Kovack Advisors.  Bergey Financial is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.