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?

$
 
   
   
Coleman Financial Advisory Group
60 Lakeside Blvd. West • Waterbury, CT • 06708
Phone: 203-756-PLAN (7526)
1-800-280-2399		 • Fax: 203-755-2041
• Jim@ColemanAdvisoryGroup.com

Securities offered through Securities America, Inc. Member FINRA/SIPC James W. Coleman, Registered Representative. Advisory services offered through Securities America Advisors, Inc., James W. Coleman, Investment Advisor Representative.  Coleman Financial Advisory Group and the Securities America companies are non-affiliated.

We are registered to sell Insurance Products in the following states: Connecticut, Florida, Georgia, New York, North Carolina, Ohio, South Carolina and Wisconsin. We are registered to sell Securities in the following states: California, Colorado, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, Rhode Island, South Carolina, Tennessee, Washington and Wisconsin.