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?

$
 
   
   
Wisemoney Solutions / Cynthia Stauffer, CFP®
3927 Shelter Grove Drive • Claremont, CA • 91711-3030
Phone: 909-392-0186 • Fax: 909-392-8992
• cynthia.stauffer@natplan.com

Securities licensed associates of Wisemoney Solutions, are Registered Representatives & Investment Adviser Representatives.  Securities and investment advisory services offered through NATIONAL PLANNING CORPORATION (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registerred Investment Adviser, Registerred Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in securities, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. The opinion voiced in all articles are general information only.  They are not intended to provide specific advice or recommendations for any individual and do not constitute and endorsement by NPC.   Wisemoney Solutions and NPC are separate and unrelated companaies. 


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