Sb1 Federal 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?	^$

Investment products and advisory services offered through CUSO Financial Services L.P. (CFS), a registered Broker-dealer and SEC Registered Investment Advisor. Investment products are not NCUA/NCUSIF or federally insured, are not obligations of the credit union, are not guaranteed by the credit union or any affiliated entity, and involve investment risk including the possible loss of principal. Investment Representatives are employees of Sb1 Federal Credit Union and registered through CFS (member FINRA/SIPC).