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?

$
 
   
   
Wealth Design Group
3445 American River Drive, Suite C Sacramento, CA 95864
Phone: 916-480-0669 Fax: 916-480-0670
Gary@wealthdesigngroup.com

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Investment advisory services offered through Wealth Design Group, a registered investment advisor registered with the State of California.

Insurance provided through WDG Insurance Services • CA Lic # 0C17920