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?

$
 
   
   
Moss Wealth Advisors
400 W. 7th Street

P.O. Box 44
Clay City, IN 47841
Phone: 800-295-6100

or 812-939-3485
Fax: 812-939-2842
www.FRANow.com service@mosswealth.com

Advisory Services offered through Investment Advisors, A Division of ProEquities, Inc., A Registered Investment Advisor. Securities offered through ProEquities, Inc., A Registered Broker-Dealer, and Member FINRA/SIPC.~400 W. 7th St.~Clay City, IN 47841~Phone 812-939-3485~ Moss Wealth Advisors is independent of ProEquities, Inc.