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 Services in San Diego - Shusterman Financial Services located in Rancho Bernardo
11545 W. Bernardo Court Suite 202 San Diego, CA 92127
Phone: 858-676-3300 Fax: 858-676-3308
ericka@shustermanfinancial.com