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?

$
 
   
   
TriCapital Financial Group, Inc.
6000 Fairview Road • Charlotte, NC • 28210
Phone: 704.571.8778 • Fax: 704.571.8779
• rwhite@tricapitalgroup.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

Advisory services are offered through TriCapital Financial Group, Inc.

Registered Representatives of and securities offered through Financial Network Investment Corporation, member SIPC,


TriCapial Financial Group, Inc., is not affiliated with Financial Network

We are licensed to sell Insurance Products in the following states:
California, Missouri, New Mexico, North Carolina, Oregon, Texas.

We are registered to sell Securities in the following states:
Florida, Minnesota, North Carolina, New York, South Carolina, Virginia.

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 CA,MO,NM,OR,TX.

We are registered to sell Securities in FL,IL,MN,NC,NY,SC,VA.

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