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?

$
 
   
   
Zey Insurance Group
11835 West Olympic Boulevard Suite 745 Los Angeles, CA 90064
Phone: (310) 477-0694 Fax: (310) 477-1444

© 2008 Zey Insurance Group

11835 West Olympic Boulevard • Suite 745 • Los Angeles • CA • 90064

Tel: (310) 477-0694 • Fax: (310) 477-1444

 

 

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