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?

$
 
   
   
Professional Planning Group
9 Granite Street • Westerly, RI • 02891
Phone: 401-596-2800 • Fax: 401-596-5980

Professional Planning Group does not accept orders and or instructions regarding client accounts by e-mail, voice mail or fax.
• info@ppgadvisors.com

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Professional Planning Group is an Independent Registered Investment Advisor

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