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?

$
 
   
   
Cornhusker Bank
5701 South 34th St.
Suite 101
Lincoln, NE 68516
Phone: 402-434-2279 Fax: 402-434-5594
jack.becwar@securitiesamerica.com

Securities offered through Securities America, Inc., Member FINRA/SIPC  www.finra.org www.sipc.org

Advisory services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm, Jack Becwar, Representative.  The Securities America companies and Cornhusker Bank are separate entities.

Securities licensed in: CA; CO; IA; KS; MO; NE; NV

Insurance licensed in: NE; KS

Advisory licensed in: NE

 

Not FDIC Insured      No Bank Guarantee     May Lose Value