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?

$
 
   
   
Fichter Wealth Management, Inc.
25 California Drive • Williamsville , NY • 14221
Phone: (716) 631-3232 ext.501 • Fax: (716) 631-3822
• Richard.Fichter@securitiesamerica.com

Licensed to offer securities products in: AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, and VA. Licensed to offer insurance products in: AZ, FL, IN, KS, MN, NC, NH, NJ, NY, OH, PA, and VA. Licensed to offer advisory services in NY.

Securities offered through Securities America, Inc., member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc, Richard N. Fichter, Jr. and Richard N. Fichter, III, Representatives. Fichter Wealth Management, Inc. and Securities America are seperate companies.