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?

$
 
   
   
UW Credit Union
3750 University Ave. • Madison, WI • 53705
Phone: 608-232-5000 or 800-533-6773, ext. 2107

 

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC., and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Jeremy Marshall, Representative. UW Credit Union and UW Credit Union Investment Services are not affiliated with the Securities America companies.
 
Securities licensed in:  AZ, CA, FL, IA, IL, MN and WI
Insurance licensed in:  WI
Investment Advisory licensed in:  WI
 
 Not NCUA insured. No Credit Union Guarantee. May Lose Value