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?

$
 
   
   
Western Members Financial Services
14500 Aviation Boulevard Hawthorne, CA 90250
Phone: 877-254-9328, x5042 Fax: 310-536-3939
www.westernmembers.pfyfn.com investments@western.org

Securities & Insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC.

              Not NCUA Insured                 No Credit Union Guarantee          May Lose Value