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?

$
 
   
   
Lifetime Financial
1900 Campus Commons Drive
Suite 100
Reston, VA 20191
Phone: (571) 201-8100 Fax: (703) 537-8338
scottvachal@lifetimeerpg.com

"Planning for Now and the Future" TM

This is not an offer nor solicitation to buy or sell securities of any type.  Scott Vachal is registered in the following states: Virginia, Maryland, District of Columbia, New Jersey, and South Carolina.  Securities and Investment Advisory Services are offered through Investors Security Company, Inc., 127 E. Washington Street, Suite 101, Suffolk, VA 23434.  Telephone (757) 539-2396.  A member of FINRA and SIPC.