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?

$
 
   
   
Financial Planning | Investment Strategies | Limiting Taxes | Financial Advisor
1981 No. Broadway, Ste. 320 Walnut Creek, CA 94596
Phone: 925-939-7551
1-800-676-9492
Fax: 925-939-3120
sfeher@cfiemail.com

Securities and Advisory Services offered through Centaurus Financial, Inc.

Member FINRA and SIPC - Registered Investment Advisor