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?

$
 
   
   
Greater Texas Federal Credit Union
201 Southwest Parkway College Station, TX 77840
Phone: 979-696-1440, ext. 1248 Fax: 979-293-2151
www.GreaterTexas.pfyfn.com kcooner@swbcinvestments.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:
Allen Barton,
SWBC Investment Services, LLC
9311 San Pedro, Suite 600   
San Antonio, TX  78216
(210) 321-7296
(210) 525-9461  Fax
compliance@swbcinvestments.com