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?

$
 
   
   
J. Just Investments LLC
400 E. Highland Drive
P.O. Box 984
Oconto Falls, WI 54154
Phone: 920-846-3846
800-814-3846
jeff@jjustinvestments.com

Investment Advisor Representative of and securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. J. Just Investments LLC and Woodbury Financial Services, Inc. are not affiliated entities.

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