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?

$
 
   
   
Financial & Tax Strategies
224 Village Square Dr Loudon, TN 37774
Phone: 865-408-2345 Fax: 865-408-2342

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CRagain@CapitalGuardianLLC.com

224 Village Square Dr., Loudon, TN 37774

Phone:  877.408.2345  Fax:  865.408.2342  Email:  CRagain@CapitalGuardianLLC.com

Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment advisory services offered through Capital Guardian Wealth Management, an SEC Registered Investment Advisor.