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?

$
 
   
   
Financial Planning- Investing for the American Professional
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68199 Mannheim (Germany)
Phone: +1813-431-2640 (Michael) +4916090327599 (Charles) +1864-469-5045 (Charles's Stateside #)
mike.mandarino@intervestintl.com charles.russ@intervestintl.com
Securities offered through Intervest International Equities Corporation, Member FINRA/SIPC

 Investment Advisory Services provided by Intervest International Incorporated, a Registered Investment Advisor

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