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?

$
 
   
   
JFC Financial Services
5505 Red Rock Lane, Suite 200 Lincoln, NE 68516
Phone: (800) 262-9538 Fax: (402) 483-2584
jack@jfcfinancial.com

Securities offered through Securities America, Inc., Member FINRA/SIPC, Jack Connealy, Registered Principal. Advisory Services offered through Securities America Advisors, Inc., Jack Connealy, Investment Advisor Representative.  JFC Financial Services, LLC and Securities America are unaffiliated.

May Lose Value - Not FDIC Insured - No Bank Guarantee

This website is neither an offer to buy nor a solicitation to sell securities.

Jack Connealy is licensed to offer securities in all states. 

Jack Connealy is licensed to offer insurance in: AK, AL, AR Insurance License #3928052, AZ, CA, CO, DE, FL, IA, IL, IN, KS, MI, MN, MO, MT, NC, NE, NM, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, WA, WY.

Jack Connealy is licensed to offer advisory services in: AZ, CO, NE, TX.