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?

$
 
   
   
Wells Fargo Advisors Financial Network
5299 DTC Blvd Suite 210 Greenwood Village, CO 80111
Phone: (303)800-3334 Toll Free 888-338-4713 Fax: (303)800-3359
Patrick@BAMinvest.com