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?

$
 
   
   
Investment Services - Hawthorne Credit Union
1519 N. Naper Blvd. • Naperville, IL • 60563-1522
Phone: 630-369-4070
Direct: 630-983-2310
Cell: 847-456-8716
Fax: 847-483-3441


Email: Michael.Pozzi @securitiesamerica.com

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Michael Pozzi, Representative.  Hawthorne Credit Union and the Securities America companies are separate entities.

Not NCUA Insured. No Credit Union Guarantee. May Lose Value.