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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
The Money Mavericks
359 Service Rd Sandwich, MA 02563
Phone: 508-245-6156
www.themoneymavericks.com cletendre1@gmail.com

 Securities and Investment Advisory services offered through:

KCD Financial, Inc., 3313 S. Packerland Dr., Ste. E, DePere, WI 54115 (920)347-3400

Member FINRA and SIPC

Money Mavericks is not a subsidiary of, controlled by, or affiliated with KCD Financial, Inc.