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?

$
 
   
   
Abacus Private Wealth Management
1661 Worcester Road, Suite 104 • Framingham, MA • 01701
Phone: 508-405-1763 • Fax: 781-846-6555
• Kder@cambridgeresource.com

 

Registered Representative, securities offered through Cambridge Investment Research Inc., a Registered Broker/Dealer, Member FINRA/SIPC to residents of NY, CA, MA, NH, GA, CT. Investment Advisor Representative, Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. Cambridge does not offer tax advice.