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?

$
 
   
   
Strategic Wealth Strategies - SWS for Life! Insurance - Invesmtents - Mortgages
2567 Homeview Drive Richmond, VA 23294
Phone: 804-282-8808 Fax: 804-282-8810
ben@swsforlife.com

Mortgages offered through Virginia Mortgage Bankers, LLC Licensed by Virginia State Corporation Commission License MC-4358

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