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?

$
 
   
   
Tom Wood, Investment Advisor, Wealth Management, Annuities Redding, CA www.theadvicecenter.com
1828 South Street Redding, CA 96001
Phone: (530) 244-7526 or Remember (530) BIG-PLAN Fax: Call for Fax
Tjwood@royalaa.com

Call The Advice Center Today at (530)244-7526 or remember (530) BIG-PLAN for Your Sound Financial Future!

Securities offered through Royal Alliance Associates Inc., Member FINRA/SIPC. Investment advisory services offered through WHJR Associates, a Registered Investment Advisor not affiliated with Royal Alliance Associates. The Advice Center is not affiliated with WHJR Associates or Royal Alliance Associates or registered as a broker-dealer or investment advisor.