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?

$
 
   
   
Austin Telco Investment Services
Phone: 512.407.3116 (Frank)
512.407.3115 (Joseph)
512.407.3114 (Amira)
Home Office: 866.884.2605
Fax: 877.574.3998
fbazan@swbc.com; jdewhart@swbc.com

 

 

 

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Services, LLC, SWBC Investment Company and this institution are not affiliated. SWBC Investment Company is a Registered Investment Advisor.
 
Securities are:
 

Supervisory Office:
David B. Craig, ChFC
Compliance Supervisor
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   I San Antonio, TX  78216
(210) 321-7296  Office I (210) 525-9461  Fax

invcompliance@swbc.com