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?

$
 
   
   
Walstine Financial Agency
8055 W. Manchester Avenue, Suite 310Playa del Rey, CA 90293
Phone: 310-251-5762 direct Fax: 310-827-4010
ray@walstinefa.com

Arthur "Ray" Walstine and Walstine Financial Agency cannot provide tax, legal or accounting information. Please consult your attorney or tax advisor about your specific circumstances.

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