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?

$
 
   
   
DIANE DiTULLIO AGOSTINO
The John Hancock Tower
200 Clarendon St., 19th Floor
The Hancock Tower
Boston, MA 02116
Phone: Diane 617-585-4546 Fax: 617-369-9040
dagostino@baystatefinancial.com