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?

$
 
   
   
BRAVERMAN FINANCIAL ASSOCIATES
2173 Embassy Drive Lancaster , PA 17603
Phone: 717-399-4030 Fax: 717-399-3536
rich@bravermanfinancial.com

 

 

 

Advisory services offered through Braverman Financial Associates and Geneos Wealth Management Inc. Securities offered through Geneos Wealth Management, Inc.                      Member FINRA and SIPC.

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