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?

$
 
   
   
National Planning Corporation
Seattle office: 4321 Powell Place South


Seattle, WA 98108-1466
Phone: (206) 763-4350
(866) 463-4350 (toll-free)
Fax: (206) 763-4364

Los Angeles office: 5757 W. Century Blvd., Suite 700
Los Angeles, CA 90045
(310) 892-6725(phone)
(310) 563-2101(fax)
helene.robertson@natplan.com
sanjay.das@natplan.com