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?

$
 
   
   
SB Wealth Strategies
27401 Los Altos, Suite 100 Mission Viejo, CA 92691
Phone: 866-825-5253 (Toll Free) Fax: 949-429-7205
Jena@SBWealth.com

Securities offered through Girard Securities, Inc., a Registered Investment Advisor, Registered Broker/Dealer. Member FINRA, SIPC www.finra.org www.sipc.org