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?

$
 
   
   
RISING OAK Financial
446 17th Street
Suite #202
Oakland, CA 94612
Phone: 510-834-4488 Fax: 510-834-4484
info@risingoakfinancial.com

 

Harold Lowe is a Registered Representative and Investment Advisor Representative of and offers securities and advisory services through Symetra Investment Services, Inc.  DBA in the state of CA as SIS Financial & Insurance Services, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. 800-469-7667.  Member FINRA/SIPC, Broker/Dealer and an SEC Registered Investment Advisor. Rising Oak Financial is not a subsidiary or an affiliate of Symetra Investment Services, Inc. or SIS Financial & Insurance Services.

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