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?

$
 
   
   
Financial Partners Of Tennessee LLC
2100 White Ave • Knoxville, TN • 37916
Phone: 865-558-8182 • Fax: 865-558-8183
• John.Fawaz@lpl.com

Securities, advisory, insurance and financial planning services offered through LPL Financial, a Registered Investment Advisor and its affiliates. Member FINRA/SIPC.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: GA, ID, KY, MS, OH, TN.

 The investment products sold through LPL Financial are not insured credit union or bank deposits and are not NCUA or FDIC insured. These products are not obligations of the credit unions or banks mentioned on the Strategic Alliances page of this site and are not endorsed, recommended or guaranteed by the credit union or bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.