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?

$
 
   
   
Private Financial Design
87 Willimansett St • South Hadley, MA • 01075-3038
Phone: 413 552-3669
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• Help@privatefinancialdesign.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.
Member FINRA & SIPC to residents of CT,FL,IN,MA,MN,NV,RI,OK,NY,GA,SC,PA.

Advisory Services through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor.

Private Financial Desgin and Cambridge are not affiliated.

 

 

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