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?

$
 
   
   
Seal Financial Services, Inc.

7600 E. Eastman Avenue Suite 412
Tamarac Plaza Three
Denver, CO 80231
Phone: 303-671-9777 or 800-279-8035 Fax: 303-671-9333
Seal@SealFinancial.com

Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.  Advisory services offered through Seal Financial Services, Inc 

Gregory P. Seal and Janet L. McCoy are registered representatives of Geneos Wealth Management, Inc. 7600 E. Eastman Ave., Suite 412, Denver, Colorado 80231 Telephone: 303.671.9777 or 800-279-8035

Privacy Policy