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?

$
 
   
   
SWBC Wealth Management
9311 San Pedro, Ste 600 San Antonio, TX 78216
Phone: 210.525.1241
866.454.8582
Fax: 210.525.9461
Investments@swbc.com

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Company is a Registered Investment Advisor.  Neither SWBC Investment Services, LLC nor the financial professional provide tax advice. Please consult your tax professional for tax advice. 

 
 

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