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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Ron Courser & Associates
2020 Raybrook St. SE,
Suite 205
 • Grand Rapids, MI • 49546
Phone: 616-301-2581 or 1-866-424-6284 • Fax: 616-301-2593
www.roncourser.com • lgibson@roncourser.com

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 3780 Mansell Rd. Suite 150, Alpharetta, GA 30022, (678) 356-1100. Ron Courser & Associates is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Ed Slott & Company has no affiliation with Kalos Capital, Inc. or Kalos Management, Inc. Neither Kalos Capital nor Kalos Management make any endorsements or opinions about the coursework required to become a member of the Ed Slott Elite Advisor Group and as such cannot guarantee the accuracy or completeness therein.

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