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?

$
 
   
   
Heirloom Wealth Advisors
913 Ridgebrook Road, Suite 202 Sparks, MD 21152
Phone: 410-472-9480
Toll Free: 877-472-4544

110 Anglers Road, Suite 105A
Lewes, DE 19958 Phone: 302-644-4431

Toll Free: 866-923-4431
Fax: 410-472-9484
tmcglone@wfafinet.com clusco@wfafinet.com