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?

$
 
   
   
McCollum Tax and Financial Services
41800 Enterprise Circle South
Suite G
Temecula, CA 92590
Phone: 951 719-3840
866 241-2818
Fax: 951 719-3805
McCollumTax@verizon.net