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?

$
 
   
   
Asset Plan Partners
1400 Bristol St. North Ste 230
Newport Beach, CA 92660
Phone: (949) 222-5800
Fax: (949) 222-5558
john@assetplan.com

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC