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?

$
 
   
   
J.P. Turner & Company, LLC Financial Services, Santa Barbara, California
5276 Hollister Ave Ste 101 Santa Barbara, CA 93111
Phone: (805) 681-7177 Fax: (805)967-3292
tsweeney@jpturner.com