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?

$
 
   
   
Fredericksburg Financial LLC
1315 Farallone Ave. • University Place, WA • 98466
Phone: (253) 592-4471 (WA) (540) 760-9118 (VA)
(888) 693-9118 		• Fax: (253) 460-3191
• dtronson@fredericksburgfinancial.com


Securities and Investment Advisory Services offered through Investors Security Company, Inc., Washington Street Center, 127 E. Washington Street, Suite 101, Suffolk, Virginia 23434-4544, (757) 539-2396.  Member FINRA, SIPC.

Please contact a qualified tax professional for any tax benefits/liabilities.  David S. Tronson nor ISCI is in the tax business. 

This is neither an offer nor solicitation to buy or sell securities of any type.  I am registered in the following states:  California, New York, Oregon, Pennsylvania, Utah, Virginia, Washington and Washington, DC..

 

 

 

 

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