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?

$
 
   
   
Craun Freeman Tax & Wealth Management
950 W University Dr, Ste 101 • Rochester, MI • 48307
Phone: 248-656-2200 • Fax: 248-656-2203
cfacpa.pfyfn.com • rmcraun@cfacpa.com

Robert M. Craun is a registered representative registered to transact business with clients in Florida, Illinois, Michigan, Missouri, New York and Pennselvania and is advisory licensed in the following states: Michigan, Missouri, New York and Florida is also an insurance agent licensed in Michigan and Missouri.

Jeffery P. Freeman is a registered representative registered to transact business with clients in Arizonia, Colorado, Florida, Illinois, Michigan, New York, Ohio and Utah and is advisory licensed in the following states: Illinois, Michigan, New York and Wisconsin is also an insurance agents licensed in Michigan and Ohio.

If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency Are not deposits of or guaranteed by the bank or any bank affiliate May lose Value.

Craun Freeman Tax & Wealth Management is not a registered broker/dealer or independent investment advisory firm.