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?

$
 
   
   
GARY I. COX
Gary I. Cox, CFP®
Cox Financial Consulting
15740 State Highway 83
Colorado Springs, CO 80921-1519
Phone: 719-495-8100
or 303-905-0062 Denver Direct
Fax: 719-495-6911
garyicox@walnutstreet.com

Gary I. Cox, CFP® , CERTIFIED FINANCIAL PLANNERTM practitioner, is a Registered Representative and Investment Advisor Representative of and offers securities and investment advisory services through Walnut Street Securities(WSS), member FINRA and SIPC. WSS is a registered investment advisor. Cox Financial Consulting is not an affiliate of WSS.  Securities activities are supervised from Walnut Street Securities, Inc. office at 7400 E. Orchard Rd., Suite 120, Greenwood Village, CO. 80111.  Telephone 720.488.6870.

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