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?

$
 
   
   
Shield Financial Solutions
2600 East Bidwell Street, Suite 260 Folsom, CA 95630
Phone: (916)369-0878 Fax: (916)985-3376
dave@shieldfinancialsolutions.com

Securities offered through Securites America Inc., a Registered Broker/Dealer Member FINRA/SIPC and Advisory Services offered through Securities America Advisors Inc., an SEC Registered Investment Advisor, David Hartman, Representative. CA Insurance Lic # 0B52518. Shield Financial Solutions and the Securities America companies are not affiliated. Securities licensed in AL, AZ, CA, CO, FL, ID, MO, NY, VA, WA.  Advisory licensed in CA. Insurance licensed in CA.