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?

$
 
   
   
Alexander Wealth Advisor, Llc
284 Ayer Road Harvard, MA 01451
Phone: 978-772-1400 Fax: 978-772-7314
dave@dbalexander.com

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
I am currently licensed to offer securities in Massachusetts, New Hampshire and Virginia.
This is not an offer to sell securities in any other state or jurisdiction.