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?

$
 
   
   
Urshan Retirement Group, Inc.
4886 Miller Trunk Highway • Hermantown, MN • 55811
Phone: 218-625-7575

Toll Free: 888-625-7575		 • Fax: 218-625-7676
• dan.urshan@securitiesamerica.com wayne.cessna@securitiesamerica.com jordan.urshan@securitiesamerica.com

Investments offered through Securities America, Inc.  Member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc.  Urshan Retirement Group and Securities America are separate entities.  We are licensed for securities and investment advisory services in the states of AE, AL, AZ, CA, CO, DC, FL, HI, IL, KY, MI, MN, MO, NC, NE, NM, OK, VA, WA, WI.  We are licensed for insurance in the states of FL, IL, MI, MN, TX, WI.