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?

$
 
   
   
Florida Credit Union
2831 N.W. 43rd Street Gainesville, FL 32606
Phone: 352.377.4141 x4072
Ocala: 352.237.8222 x4072
Fax: 352-875-4436
www.floridacufinancial.com matkinson@swbcinvestments.com

 

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Services, LLC, and this institution are not affiliated. 
 
Securities are:
 
Supervisory Office:
Allen Barton,
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 | San Antonio, TX  78216
(210) 321-7296 | (210) 525-9461  Fax
compliance@swbcinvestments.com