1584 Francois Court
Oviedo, FL 32765

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Christopher A. Roberts CFP®, AIF®

(407) 678-4055

 

The Employee Benefit Research Institute has an annual survey that gives insights into retirement life. Depending on the year, concerns about inflation are at the top of the list or at the bottom. Use this calculator to see inflation might affect your retirement.

Your assumptions

These are example values based on hypothetical averages.

150
$0$2,000,000
$0$100,000
$0$200,000
0%10%
0%15%
0%15%

Results

Inflation-Adjusted Annual Expenses at Retirement

$104,689

This is what your current annual expenses may equal at retirement, adjusted for inflation.

Projected Retirement Savings at Retirement

$1,717,977

This is a projection of your retirement balance at retirement based on your inputs.

Projected Years Your Savings Will Last
(Inflation-Adjusted)

17

This scenario may help you see how long your savings could last with inflation-adjusted withdrawals.

The only inflation number that's important is what you are experiencing. If what you are buying is rising in price, it's important to have a strategy to address the changes. If what you are buying is unchanged, it's a good time to review what you are doing because that may not always be the case.

This is a hypothetical example used for illustrative purposes only. Your Expected Pre-Retirement Annual Rate of Return and Expected Post-Retirement Annual Rate of Return will vary over time. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

 

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