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?

$
 
   
   
 Tamara Kukainis, schwartz-financial.com 
1236 Brace Road
Suite A
Cherry Hill, NJ 08034
Phone: 800-604-2473
856-216-0390
Fax: 856-216-0397
contactus@schwartz-financial.com