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?

$
 
   
   
Lighthouse Financial Inc
7410 South US Hwy 1
Suite 104
St Lucie, FL 34952
Phone: 772-774-8766 Vero Beach
772-621-7888 Port St Lucie
Fax: 772-774-8726
772-621-4363
prose@lighthousefinancialinc.com gsanders@lighthousefinancialinc.com