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?

$
 
   
   
Siebrasse & Associates, LLC
4112 27th Avenue South Minneapolis, MN 55406
Phone: 612-724-5195 Fax: 612-724-5195
dianne@sailingtofreedom.com

Dianne Siebrasse, CFP

Financial Services Professional
Siebrasse & Associates, LLC
4112 27th Ave. So.
Minneapolis, MN 55406
Ph/Fax 612-724-5195

Securities offered through Questar Capital Corporation (QCC)
Member FINRA/SIPC.  5701 Golden Hills Drive
Minneapolis, MN 55416, 888/446-5872
Advisory Services offered through Questar Asset Management (QAM)
A registered investment advisor
Siebrasse & Associates, LLC is independent of Queststar Capital Corporation (QCC), and Questar Asset Management (QAM)