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?

$
 
   
   
cfd Investments
2704 South Goyer Kokomo, IN 46902
Phone: 765.453.9600
Toll Free: 800.745.7776
Fax: 765.864.4080
www.brentowens.com brent.owens@cfdinvestments.com

Adviser is  licensed in all States, except AK & SD. 

Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Road, Kokomo, IN 46902  765.453.9600