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?

$
 
   
   
Equity Development Corporation
720 S. Colorado Blvd., Suite 192-A • Denver, CO • 80246
Phone: 303-757-6556 • Fax: 303-757-6869

Securities offered through LPL Financial, member FINRA/SIPC.
Investment advice offered through Strategic Wealth Advisors Group, Inc.,
an SEC Registered Investment Advisor and separate entity from LPL Financial.