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?

$
 
   
   
Capital Analysts Of Jacksonville
8160 Baymeadows Way W, Suite 310 • Jacksonville, FL • 32256-7447
Phone: 904-730-7433 • Fax: 904-448-5396
• bogier@capanjax.com

Securities and Investment Advisory Services offered through Capital Analysts Incorporated, Member FINRA/SIPC.  Capital Analysts of Jacksonville, Florida, Inc. and Capital Analysts Incorporated are independent non-affiliated entities.

Privacy Policy