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?

$
 
   
   
Livingston Financial Group
2 Locust Lane
Suite 306
Westminster, MD 21157
Phone: 800.752.8992 Fax: 443.433.0747
info@LivingstonFederal.com

Registered Representatives of, and securities, advisory services and certain insurance products through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered investment advisor and affiliated insurance agencies.  INVEST is not affiliated with Livingston Financial Group. Livingston is a division of Livingston Financial Group and is not a broker dealer. 

This website may contain concepts that have legal, accounting and tax implications.  It is not intended to provide legal, accounting, or tax advice.  You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.  No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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