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?

$
 
   
   
Milestone Planning Group
3900 Jermantown Road, Suite 300 Fairfax, VA 22030
Phone: (703) 858-5796 Fax: (703) 991-8882
carl@milestoneplanninggroup.com
Please seek the guidance of your professional tax and legal advisors before making any decisions.  Securities and investment advisory services offered through Woodbury Financial Services, Inc.  Member FINRA, SIPC, and Registered investment Advisor.  Office address 3900 Jermantown Road, Suite 300, Fairfax, VA  22030.  Phone (703) 858-5796.