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?

$
 
   
   
Wornel Simpson
Sacramento, CA • 95864
Phone: (916) 446-7099 • Fax: (916) 446-0725
• wornel@wornelsimpson.com

Securities and investment advisory services offered through FSC SECURITIES CORPORATION, member FINRA/SIPC and a registered investment advisor.  Wornel Simpson is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.