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?

$
 
   
   
Alan Siegel Financial Services
50 Oliver Street, Suite North Easton, MA 02356
Phone: 508-238-0406 or 800-743-0406 Fax: 508-238-0636
alan@siegelfinancial.com

Securities and Investment Advice offered in MA, RI, NH, CT, ME, FL, AL, VA, DC, CA, SC and CO through G. A. Repple & Company, Registered Broker/Dealer & Investment Advisor. member FINRA and SIPC.,101 Normandy Rd., Ste. 101, Casselberry, FL 32707 (407)339-9090

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