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?

$
 
   
   
MCU Investments
3350 Salt Lake Lane, Ste. 100 Arlington Heights, IL 60005
Phone: 800.662.2772
p 847.483.3341
c 847.456.8716
f 847.483.3441


Michael.Pozzi @securitiesamerica.com

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Michael Pozzi, Representative. Meadows Credit Union and the Securities America companies are separate entities.

Not NCUA Insured. No Credit Union Guarantee. May Lose Value. 

Securities licensed in:  IL; AZ; VA

Advisory licensed in: IL

Insurance licensed in:  IL