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 Directors, LLC
1984 Isaac Newton Square W
Suite 102
Reston, VA 20190
Phone: 703-481-1461
Toll Free: 1-800-385-1718
Fax: 703-481-1463
cbremer@financial-directors.com