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?

$
 
   
   
Finances For Life - Carlsbad CA financial planner|asset protection|investment strategies
2244 Faraday Avenue, Suite 101 Carlsbad, CA 92008
Phone: 877-335-4110
Local: 760-585-9284
Fax: 877-357-5235