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?

$
 
   
   
Gibson Gaither Wealth Management Advisors
Suite 103
1612 Gunbarrel Road
Chattanooga, TN 37421
Phone: 423-826-1820 Fax: 423-826-1836
customerservice@gibsongaither.com

 

Securities offered through H. Beck, Inc. Member FINRA/SIPC.

Gibson Gaither Wealth Management, LLC and H. Beck, Inc. are not affiliated.

Licensed in AL, AZ, GA, TN, UT.  This is not an offer or solicitation in any other state.