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?

$
 
   
   
Mike Woll Investment Office
201 9th Street • Worthington, MN • 56187
Phone: 507-727-7777 Toll Free 866-727-9436
• mwoll@swsfinancial.com

Offering general securities through SWS Financial Services, Inc.

Member: FINRA/SIPC

Sample articles and reports are written and prepared by Emerald Publications and are provided for informational purposes only and not intended as a solicitation. Mike Woll is a registered representative of SWS Financial Services, Inc.  SWS Financial Services, Inc., is a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. This website is only intended for clients and interested investors residing in states in which SWS Financial Services, Inc., or its financial advisors are qualified to provide brokerage services or investment advisory services. SWS Financial Services, Inc., does not attempt to furnish personalized investment advice or services through this website. Certain places on this site offer direct access or "links" to other websites that contain information that was created, published, maintained or otherwise posted by institutions or organizations independent of SWS Financial Services, Inc. SWS Financial Services, Inc., does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located therein.  Visitors to these sites should not use or rely on the information contained therein until after consulting with an independent finance professional. SWS Financial Services, Inc., does not necessarily endorse or recommend any commercial product or service described on these independent sites. SWS Financial Services, Inc., is a wholly owned subsidiary of SWS Group, Inc., (NYSE: SWS) with offices at 1201 Elm Street, Suite 3500, Dallas, Texas, 75270, (214) 859-1800.  Past performance is no guarantee of future results.

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