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?

$
 
   
   
Westward Financial Strategies
12444 Powerscourt Drive, Suite 230 • Saint Louis, MO • 63131
Phone: 314-800-1155 • Fax: 314-800-1166
• David_Boykin@glic.com

The Registered Representatives offer securities products and services through Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY 10004, 1-888-600-4667. Westward Financial Strategies is not an affiliate or subsidiary or PAS.

PAS is a member of FINRA/SIPC.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. Neither PAS nor its representatives provide tax or legal advice.

The associates of Westward Financial Strategies are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact us at (314) 800-1155.

Neither Guardian, nor its subsidiaries, agents or employees give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.

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