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?

$
 
   
   
The Neely Group
4 Village Park Drive, Suite 170 Grove City, PA 16127
Phone: 724.458.5090 Fax: 724.458.5020
www.neelygroup.com mail@neelygroup.com

William T. Neely and Aaron H. Stanley are registered representatives offering securities through Walnut Street Securities, Inc. (WSS) Member FINRA & SIPC. Neither The Neely Group or Vantage Financial Group are subsidiaries or control affiliates of WSS. Neither Walnut Street Securities nor its representatives offer tax or legal advice.  Please consult your tax advisor or attorney for guidance.  While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether.

Investment transaction instructions are not to be transmitted via email.  Please contact our office and speak to an account representative.