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?

$
 
   
   
Wealth Management Group
1800 Century Park East, 6th Floor • Los Angeles, CA • 90067
Phone: (800) 761-9550 Toll Free
• info@wmglife.com

The information in this website is not intended to constitute an offer to sell or a solicitation in connection with any product, security or service. The information in this website is not intended to provide tax, legal, or investment advice.