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?

$
 
   
   
Benchmark Financial Group, Inc.
1900 NW Expressway Suite 1200 • Oklahoma City, OK • 73118
Phone: 405-840-0028 • Fax: 405-840-0014
• info@benchmarkfinancial.com

Securities and Advisory Services offered soley through Ameritas Investment Corp. (AIC). Member FINRA, SIPC. AIC and Benchmark Financial Group, Inc. are not affiliated.  Additional products and services are available through Benchmark Financial Group, Inc. that are not offered through AIC.