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?

$
 
   
   
Wealth Management Associates
511 Saxony Place, Suite 101 Encinitas, CA 92024
Phone: Toll Free (800) 977-0700

Main Line (760) 487-1582
Fax: (760) 230-1341
kengross@wmacompany.com