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?

$
 
   
   
Northsound Wealth Management
9623 32nd St SE - Suite D103 Lake Stevens, WA 98258
Phone: (425) 609-8705
Toll Free: (877) 407-7148
Fax: (425) 609-8708
rich.bardue@wfafinet.com