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?

$
 
   
   
Holmes & Associates
4278 Boulder Lake Circle • Vestavia Hills, AL • 35242
Phone: 205-968-8065 • Fax: 205-968-8067
• cholmes@cfiemail.com

Securities offered through Centaurus Financial, Inc., a registered broker-dealer, and member of FINRA & SIPC.  Holmes & Associates, Inc. is independent of Centaurus Financial, Inc.  Please be advised that presently Charles P. Holmes holds Series 6 Registration Licenses in Alabama, Georgia and Tennessee.  For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Charles. P. Holmes before proceeding further.  No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.  Securities offered through "Centaurus Financial, Inc. Member FINRA and SIPC" will fluctuate in value and are subject to investment risks including possible loss of principal.

Centaurus Branch Manager, Steve Isbell

3532 7th Ct. S., Birmingham, AL  35222 Telephone (205) 252-3221