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?

$
 
   
   
Z GROUP FINANCIAL
1111 W. 22nd Street Suite 700 • Oak Brook, IL • 60523
Phone: (630) 242-1055 or (630) 242-1056 • Fax: (630) 571-4219
www.zgroupfinancial.com • pabloz@zgroupfinancial.com

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser.  Z Group Financial and Woodbury Financial Services, Inc. are not affiliated entities.