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?

$
 
   
   
Securities America
8 Summit Terrace North
Kinnelon, NJ 07405
Phone: 973-846-7091 Fax: 973-846-7091
mfleksher@prestigewealthgroup.com

Securities offered through Securities America Inc., Member FINRA/SIPC and Financial Planning and Advisory services offered through Securities America Advisors Inc. Prestige Wealth Group, LLC is not affiliated with any Securities America Company

Licensed to offer securities products in CA, CO, CT, DE, FL, MA, MD, ME, NC, NJ, NY, OR, PA, TX, VA, & WA

Licensed to offer insurance products in CT, FL, MD, ME, MI, NC, NJ, NY, & VA

Licensed to offer advisory services in NJ and able to provide advisory services through Securites America Advisors Inc. in all states but Texas