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?

$
 
   
   
D. Scott Fife
841 Central Ave North Suite C-230 • Kent, WA • 98032
Phone: (253) 850-3055 • Fax: (253) 850-3057
• scott@dscottfife.com

Securities America, Inc.

Member FINRA/SIPC

Registered Representative

Securities America Advisors, Inc.

Investment Advisor Representative

 

Branch Office:

841 Central Ave N, Suite C-230

Kent, WA 98032

(253) 850-3055

 

 

Security Licensed in:

WA, OR, ID, CA, UT, LA, WI

Insurance Licensed in:

WA, OR, UT, LA, WI

Investment Advisor Licensed in:

WA

 

Not NCUA Insured, Not Credit Union Guaranteed, May Lose Value.