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?

$
 
   
   
Investment Center located at Clear Lake Bank & Trust
322 Main Avenue Clear Lake, IA 50428
Phone: 641-357-7106
talexander@eagleoneinvestments.com

Securities Offered through Eagle One Investments, LLC Member FINRA/SIPC.

NOT A DEPOSIT - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY 

- NOT GUARANTEED BY THE BANK - MAY GO DOWN IN VALUE