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?

$
 
   
   
Congressional Financial Network


10461 White Granite Drive

Oakton, VA 22124


*Appointments available
at any Congressional FCU branch.



**Other locations
available upon request.



Phone: 703.489.1877


Roderick.Day@securitiesamericacom

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, Roderick Day, Mike Calandruccio, Registered Representatives. Advisory services offered through Securities America Advisors, Inc., Mike Calandruccio, Investment Advisor Representative. Congressional Federal Credit Union and Congressional Financial Network are not affiliated with Securities America.

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Advisory licensed in: VA