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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Verity Credit Union
11027 Meridian Ave. N. Seattle, WA 98133
Phone: 206-361-5312 Fax: 206-361-5300
www.veritycu.pfyfn.com AdamR@veritycu.com

Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Investment Representatives are employed by Verity Credit Union and registered through CFS. Verity Credit Union is in partnership with CFS (member FINRA/SIPC).