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?

$
 
   
   
NL Financial Alliance
625 The City Drive South
Suite 460		 • Orange, CA • 92868
Phone: (714) 663-1200 • Fax: (714) 663-1201
• mreid@woodburyfinancial.net

Peggy Reid is an Investment Adviser Representative of, and offers securities and investment advisory services through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. Strategic Alliance and Woodbury Financial Services, Inc. are not affiliated entities.

 Services offered only where licensed to do business. Peggy Reid is currently licensed in AZ and CA.