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?

$
 
   
   
Greenbrier Capital Management, PLLC
4849 Chambliss Avenue • Knoxville, TN • 37919
Phone: (865) 588-0698 • Fax: (865) 588-0699
www.grnbr.com

 

Securities offered through Securities America, Inc., Member FINRA, SIPC.
Kathleen S. Parks, CFP®, CRPS, Registered Representative
Greenbrier Capital Management, PLLC and Securities America are not affiliated.
Advisory services offered through Greenbrier Capital Management, PLLC.
Kathleen S. Parks, CFP®, CRPS, Investment Advisor Representative

We are securities licensed in the following states: CA, FL, GA, IL, IN, KY, LA, MD, ME, MS, NC, NY, OH, PA, TN, VA
We are insurance licensed in the following states: OH, TN

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