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?

$
 
   
   
www.jerniganfinancial.com
5846 W. 21st Street N., Suite 300 Wichita, KS 67205
Building
Phone: 316-943-9333 Fax: 316-943-8737
jake@jerniganfinancial.com

*Securities offered through Securities America, Inc., Member FINRA/SIPC Jake S. Jernigan, Financial Consultant

**Advisory services offered through Securities America Advisors, Inc. Jake S. Jernigan, Investment Advisor Representative.  Jernigan Financial Group, Inc. and the Securities America companies are unaffiliated.

This website is neither an offer to buy nor a solicitation to sell securities.  Representative is licensed to offer securities in Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Minnesota, Missouri, New Mexico, Ohio, Oklahoma, Pennsylvania, South Dakota, Texas and Washington  Representative is licensed to offer Insurance in Arkansas, Colorado, Florida, Kansas, Louisiana, Ohio, and Oklahoma.  AR Ins Lic 34795.

President / CEO Jernigan Financial Group, Jake S. Jernigan