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?

$
 
   
   
Vorisek Financial Corp
300 West Wilson Bridge Road
Suite 320		 • Worthington, OH • 43085
Phone: 614.431.4328
Toll Free: 866.542.2068		 • Fax: 614.431.4382
• smunro@fscadvisor.com

*Securities, investment advisory services and Insurance offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor. Insurance services offered through Vorisek Financial and is not affiiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor. 

The broker-dealer, investment advisor, BD agent or IA rep in question may only transact business in a state if first registered, excluded or exempted from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as may be; and follow-up, individualized responses to persons in a state by such broker dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion.

Investments products and services available only to residents of : Alabama (AL), California (CA), Colorado, (CO), Florida (FL), Illinois (IL), Indiana (IN), Kentucky (KY), Louisiana (LA), Michigan (MI), North Carolina (NC), New Hampshire (NH), New York (NY), Ohio (OH), Oklahoma (OK), Pennsylvania (PA), South Carolina (SC), South Dakota (SD), Tennessee (TN), Washington (WA), West Virginia (WV)