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?

$
 
   
   
Thomas Tax & Financial Services
1147 Hammond St Bangor, ME 04401
Phone: 207-942-8748
Toll-Free: 1-800-464-0829
Fax: 207-947-0049
bob@ttax.com daren@ttax.com

Bob Thomas is a registered representative registered to transact business with clients in  AZ, FL, GA, KY, MA, MD, ME, MO, MS, NH, NJ, NV, NY, OH, SC, SD, VA, VT, WI. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC,  6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Daren Kelley is a registered representative registered to transact business with clients in ME. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC,  6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Thomas Tax & Financial Services is not a registered broker/dealer or independent investment advisory firm.


Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value