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?

$
 
   
   
Burns Investment Group (866) 886-7593
30448 Rancho Viejo Road
Suite 110
San Juan Capistrano, CA 92675
Phone: (866) 886-7593
Main: (949) 234-2340
Fax: (949) 234-0326
BurnsR@stifel.com