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?

$
 
   
   
Mallery Financial, LLC
923 Country Club Rd., Suite 100 Eugene, OR 97401
Phone: 541.687.7678 Fax: 541.225.5151
stephen@malleryfinancial.com

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., member FINRA and SIPC and Registered Investment Adviser, P.O. Box 64284, St. Paul, MN 55164 (800) 800-2638.

Mallery Financial, LLC, and Woodbury Financial Services, Inc., are not affiliated entities.