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?

$
 
   
   
Roby Financial
5865 W. Hidden Springs Dr., • Boise, ID • 83714
Phone: (208)-229-7629 • Fax: (208)-229-0008
• mark@robyfinancial.com

Mark Roby, Rick Roby, and Tyrone Clarence are registered representatives with Sunset Financial Services, Inc., a FINRA registered broker-dealer.  Sunset Financial Services is registered to offer securities products in all 50 United States.  Mark Roby is registered  to offer securities products in AZ, CA, CO, DE, FL, ID, MD, MO, MS, NC, NH, NJ, NM, NV, OR, and WA.  Mark Roby is also licensed to offer insurance products in CA, CT, FL, ID, MD, MS, MO, NV, NM, OR, UT,and WA,.   Rick Roby is registered to offer securities in ID, OR, and NM.  Rick Roby is also licensed to offer insurance products in ID, OR, and NM.  Tyrone Clarence is registered to offer securities products in ID.  Tyrone Clarence is also licensed to offer insurance products in ID.  The information included herein should not be considered a solicitation or an offer to sell product in any state besides those which Mark Roby, Rick Roby, and Tyrone Clarence are properly licensed.

*Securities and investment advisory services offered through Sunset Financial Services, Inc.



3520 Broadway

Kansas City MO  64111

Phone 816-753-7000 (home office)

Member FINRA/SIPC

Sunset Financial is not affiliated with Roby Financial.

 

Privacy Policy