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?

$
 
   
   
Carole Bojan Miller, Inc.
1243 Alpine Road, Suite 219 Walnut, Creek, CA 94596-4431
Phone: (925) 932-2612 Fax: (925) 932-2118
carole@putneyfa.com

Carole Bojan Miller, ChFC, CLU  is a registered representative with, and Securities offered through LPL Financial.   Member FINRA/SIPC

The LPL Financial registered representative associated with this site may only discuss  and/or transact securities business with residents of the following states: California,  Florida, Illinois,  and Nebraska.

 

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