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?

$
 
   
   
Bellevue, Seattle, Kirkland Certified Financial Planner, CFP / Planning Advisor Bellevue, Seattle, Kirkland

  

At ICON Consulting, our focus is to provide our clients with strategic, knowledge based consulting and advice.  At times, we may also assist our clients with securities related services.  However, these services may only be provided to individuals residing in the states in which we are registered to conduct securities related business.  These states are:  California, Florida, Massachusetts, Maryland, Minnesota, New Hampshire, Ohio, Oregon, Texas, Virginia, and Washington.  The information contained in this website is intended for use only by residents of these states or for individuals interested in ICON's financial planning and consulting services.  By viewing our site, you are verifying that you meet one of those two criteria.  Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.  Fee based consulting and financial planning offered through ICON Consulting, an independently owned and operated Registered Investment Advisor.  “2008, 2009, 2010, & 2011 Five Star Wealth Manager: Best in Client Satisfaction” - Seattle Magazine.  Locally owned and  independently operated, ICON Consulting is one of the industry's leading comprehensive wealth management and financial planning firms serving Seattle, Bellevue, Kirkland, and the Northwest.  As a Registered Investment Advisor firm in the state of Washington, ICON has a team of Wealth Managers, CFP's, Financial Planners, and Financial Advisors that are here to help you objectively manage your family's wealth.

ICON Consulting, LLC
10655 NE 4th Street, #704
Bellevue, WA  98004
(425) 562-ICON (4266) - phone
(425) 746-ICON (4266) - Fax
info@ICONconsultingllc.com



© 2011 ICON Consulting, LLC