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?

$
 
   
   
Bales & Eckel Financial Group
407 E. Maple Place, Suite 201 Cumming, GA 30040
Phone: 770-205-6890 or 770-205-7405 Fax: 770-205-4398
dbales@bales-eckel.com timeckel@bales-eckel.com