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?

$
 
   
   
Atherton Kiehn
705 West Hill Drive
 • Aledo, TX • 76008
Phone: (817) 613-8394 • Fax: (817) 594-5654

Securities are offered through representaives of Lincoln Financial Securities, Member SIPCwww.sipc.com to residents of AL, AR. MI, OK, TX, and TN.

 Advisory services offered through Level Four Advisory Services, LLC. 

Level Four Advisory Services, Atherton Kiehn, & Byrnes Inc.  and Lincoln Financial Securities are not related entities.