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?

$
 
   
   
Diversified Estate Services, LLC - Financial Advisor Raleigh NC
4101 Lake Boone Trail, Suite 122
Raleigh, NC 27607
Phone: 919-787-8866 Fax: 919-787-8867
info@desllc.org

Investment Advisory Services provided by Diversified Estate Services, LLC

dba Retirement Investment Strategies a Registered Investment Advisor

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