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?

$
 
   
   
Callahan Financial Group
277 Fairfield Road, Suite 302 Fairfield, NJ 07004
Phone: (973) 575-5755 Fax: (973) 575-5756
sean@callfinancial.com scallahan@aicinvest.com