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?

$
 
   
   
American Portfolios Financial Services, Inc.
168 Louis Campau Promenade NW, Suite 500 (4th floor) • Grand Rapids, MI • 49503
Phone: 616-774-4560 • Fax: 616-774-4568
• cheri@familycapitalmgt.com

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with American Portfolios Financial Services, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor American Portfolios Financial Services, Inc. makes any guarantee as to the accuracy or completeness of this information

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC.  Investment advisory services offered through Family Capital Management, an SEC Registered Investment Advisor.  Family Capital Management is independent of American Portfolios Financial Services, Inc.