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?

$
 
   
   
Owens Financial Group, Inc.
251 Technology Parkway NW Rome, GA 30165
Phone: 706-235-2269 Fax: 706-291-9960
danowens@owensfinancialgroup.org

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

                Owens Financial Group, Inc. is not affiliated with Multi-Financial Securities Corporation

Owens Financial Group, Inc.
251 Technology Parkway NW
 Rome, GA 30165

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in AL,CA,FL,GA,MT,OH,SC,TN.

We are registered to sell Securities in AL,AZ,CA,DC,FL,GA,IA,IL,KY,MD,MI,MT,NC,NH,NY,OH,PA,SC,TN,TX,VA.

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