Telhio Credit Union - Retirement Portfolio Lifespan : Calculator: 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?	^$

Products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF Insured, not credit union guaranteed, and may lose value. Financial Representatives are employees of Telhio Credit Union and registered through CFS (member FINRA/SIPC), and SEC Registered Investment Advisor. For specific tax advice, consult a qualified tax professional.