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?

$
 
   
   
Towers Wealth Management, Inc.
17910-B Cottonwood Drive • Parker, CO • 80134
Phone: 303-693-1234 • Fax: 303-693-8007
• towerstax@towerstax.com

*Deborah A. Towers is a registered representative registered to transact business with clients in the state of Colorado, California, Florida, Massachusetts, New York, North Carolina and Washington.  Deborah A. Towers is also an investment advisor representative licensed in the state of Colorado, California, Florida, North Carolina and Massachusetts.  Deborah A. Towers is insurance licensed in the state of Colorado.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet.  Securities offered through H.D. Vest Investment ServicesSM, Advisory Services offered through H.D. Vest Advisory ServicesSM, Member:  SIPC, .



Gale Hatley is a registered representative registered to transact business with clients in the state of Colorado.  If you are not a resident of the state noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.  Securities offered through H.D. Vest Investment ServicesSM, Member:  SIPC.  

Investments & Insurance Products:



Certified Senior Advisros (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors.  Know what those licenses, credentials and education signify.  The CSA designation alone does not imply expertise in financial, health, or social matters.

Towers Wealth Management, Inc. is not a registered broker/dealer or independent investment advisory firm and can not directly offer investment advice or services.