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?

$
 
   
   
Specialized Investment Services, TFCU, Raymond James, investments, insurance
6501 Tinker Diagonal Midwest City, OK 73110
Phone: 405-737-0006 or 1-800-456-4828 ext. 2575 Fax: 405-443-2761
brenda.peddycoart@raymondjames.com

"Securities offered through Raymond James Financial Services, Inc.,  Member FINRA/SIPC, an independent broker/dealer, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal."

Tinker Federal Credit Union and TFCU Financial Advisors are independent of Raymond James Financial Services
 
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