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?

$
 
   
   
Latko Wealth Management
45 East Colorado Avenue • Frankfort, IL • 60423
Phone: (815) 469-8887

Toll-Free: (800) 469-8887		 • Fax: (815) 469-8808
• david.latko@lpl.com

Latko Wealth Management is licensed to operate in the following states:

AR, AZ, CO, FL, GA, IL, IN, MI, MN, MO, NC, NY, OH, PA, SC, TX and WI

Securities & Financial Planning offered through LPL Financial, Member FINRA/SIPC