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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
ProEquities, Inc.
The Atrium
19200 Von Karman Avenue
Suite 400
Irvine, CA

Mailing Address:
P.O. Box 1598,
Laguna Beach, CA 92652-1598

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Phone: (949)494-9849
Toll Free: (800)445-4627
Fax: (949)497-1565
www.FinancialHarmony.info Mark@MarkAbas.com

 

 

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Mark Abas,  CFP® is a Registered Principal and Officer of Supervisory Jurisdiction & an Investment Advisor Representative of Investment Advisors, a Division of ProEquities, Inc., a Registered Investment Advisor and a Registered Broker-Dealer, member FINRA & SIPC
 
Financial Harmony, Inc. is independent of ProEquities, Inc.