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?

$
 
   
   
Engler Financial Services
363 Centre Street Nutley, NJ 07110
Phone: (973) 661-3100 Fax: (973) 661-3183
englerfinancial@ae.cadaretgrant.com

Securities offered through Registered Representatives of Cadaret Grant & Co., Inc., Member FINRA/SIPC

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