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?

$
 
   
   
Reese Financial Management, Inc.
437 S. Yellowstone Dr., Suite 105

Madison, WI 53719

Phone: 608.271.6886

Toll: 800.300.6886

Fax: 608.271.6835

Map and Directions



550 Sunrise Dr., Suite 104

Spring Green, WI 53588

Phone: 608.588.3800

Toll: 800.300.6886

Fax: 608.588.3806

Map and Directions
www.ReeseFm.com rick@reesefm.com

Securities and advisory services offered through SII Investments, Inc., member FINRA, SIPC and a Registered Investment Advisor. SII and Reese Financial Management are separate companies. SII does not provide tax advice


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