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?

$
 
   
   
Sage Financial Network
525 Bellevue Ave, Suite 310 • Oakland, CA • 94610
Phone: 877-296-2819 • Fax: 877-944-5675

 

 

Securities offered through FSC Securities Corporation, member FINRA/SIPC. Sage Financial Network is not affiliated with SagePoint Financial, Inc. or registered as a brokerdealer or investment advisor.