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?

$
 
   
   
Blomstrom Hurdle Associates, LLC
Houston, Texas, USA (Southwest of City) • Houston, TX
Phone: 713-771-4385
Toll Free 877-771-4771		 • Fax: 713-988-9316
• hurdlem@sbcglobal.net
jeanhurdle@yahoo.com

*IMPORTANT NOTE: *  Michael Hurdle is a registered representative registered to transact business with clients in Texas, Louisiana, Mississippi, Tennessee, Virginia, and California.  Mr. Hurdle is an investment adviser representative licensed in Texas and Virginia • Mr. Hurdle is insurance licensed in Texas and Massachusetts  •  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member SIPC. Advisory Services offered through H.D. Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. 

Investments & Insurance Products: • Are not insured by the FDIC or any federal government agency • Are not deposits of or guaranteed by the bank or any bank affiliate • May lose Value

Bloomstrom Hurdle Associates, LLC is not a registered broker dealer or independent investment advisory firm.