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?

$
 
   
   
StatzandAssociates.com, Individual/Family/ Business Health Insurance Quotes in Ohio
P.O. Box 41068 • Brecksville, OH • 44141
Phone: (440) 546-8330; (800) 788-0440 • Fax: (440) 546-8333
• Saquotepage@msn.com



Statz and Associates has always been committed to protecting the information you share with us and is required by law to maintain the privacy of your protected health information by HIPPA. Statz and Associates holds its employees and consultants to strict policies and procedures protecting your information.  All employees must sign confidentiality agreements.