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?

$
 
   
   
Wiseman & Associates Financial Servcices, LTD
27 West Boscawen St. Winchester, VA 22601
Phone: 540-722-6403 Fax: 540-722-6405
jpowell@wisemanandassociates.com
thomas.wiseman@lpl.com

Securities and advisory services are offered through LPL Financial, a registered broker-dealer and SEC registered investment advisor. Member FINRA/SIPC.

Tom Wiseman and Stephanie Smith, Representatives, Registered Representatives are licensed in the following states: Life Insurance Products: NC, NY, PA, TN, VA, WV.   Securities: AL, AZ, CA, DE,  FL, MA, MD, MI, MO, NC, NY, PA, SC, TN, VA,  WI, WV.  LPL Financial does not offer tax or legal advice.

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