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?

$
 
   
   
Calrima Financial & Insurance Agency
Ca. Insurance license: 0F34289
Address:
123 E San Carlos St #221
San Jose, CA 95112
Phone: Toll-Free - 866-589-9366 Fax: 888-602-3935
web_info_at_calrima.com