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?

$
 
   
   
Legacy Financial Associates
149 West Patrick Street
Frederick, MD 21701
Phone: (301) 624-1717 • Fax: (301)624-1712
• tbush@wiseretirements.com

Securities and Investment Advisory Services Offered Through H. Beck, Inc. (Member FINRA & SIPC)  Legacy Financial Associates is not affiliated with H. Beck, Inc.  We currently have individuals licensed to offer securities in the states of AL, CA, CO, CT, DC, FL, IL, KY, MD, NJ, NY, PA, RI, VA, WV.  This is not an offer to sell or solicit securities in any other state or jurisdiction.