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?

$
 
   
   
Safe Harbor Financial Services, LLC
1685 Sawgrass Dr. SW. Palm Bay, FL 32908
Phone: 321-728-2599 or toll free: 800-809-2599 Fax: 321-728-8644
james@shfnow.com

Securities Offered Through Sigma Financial Corporation    Member FINRA/SIPC
Investment Advisory Services Offered Through Sigma Planning Corporation, A Registered Investment Advisor 

 

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