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?

$
 
   
   
Douglas Hearon
1508 Coffee Rd. Ste. D. Modesto, CA 95355
Phone: 209-238-3200 Fax: 209-238-9127
doug@legacyorg.com
Securities and Advisory services offered through SII Investments, Inc, member FINRA/SIPC and a Registered Investment Advisor. LFA and SII Investments Inc. are separate and unrelated companies.

 


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