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?

$
 
   
   
Hemann, Grover & Co PLLP
404 S. MAIN ST. • ZUMBROTA , MN • 55992
Phone: 507-732-7800 • Fax: 507-732-7803
• ghemann@zumbrotacpa.com lgrover@zumbrotacpa.com wkoehler@zumbrotacpa.com mmayo@zumbrotacpa.com secker@zumbrotacpa.com rgadient@zumbrotacpa.com

Securites offered through 1st Global Capital Corp. Member FINRA, SIPC.  Investment Advisory Services offered through 1st Global Advisors, Inc. 

We currently have individuals licensed to offer securities in the following states MN & IA. This is not an offer to sell securities in any other state or jurisdiction.