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?

$
 
   
   
Live Oak Financial Services, LLC
334 Stephenson Avenue
Savannah, GA 31405
Phone: 912-629-6251
866.629.6251
Fax: 912-355-0906
www.liveoakfinancialservices.com info@liveoakfs.com
Securities offered through Securities America, Inc., Member FINRA/SIPC, Seth Kovensky,  
Registered Representative. Advisory Services offered through Securities America Advisors, Inc.,  
An SEC Registered Investment Advisor, Seth Kovensky, Investment Advisor Representative.  

Live Oak Financial Services, LLC and the Securities America companies are unaffiliated. 


Licensed to offer securities products in AE,AP,FL,GA,HI,KY,MD,MN,NC,NM,SC,TX,VA

Licensed to offer insurance products in GA,HI,MD,MN,NC,SC,TX,VA