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?

$
 
   
   
Randall L. Bliss, CFP®
Lake County Office:
9930 Johnnycake Ridge Road, Suite #2F
Concord, OH 44060
(440) 299-8740 or (216) 200-5530 or
Toll Free: (866) 576-0101


Cuyahoga County Office:
4700 Rockside Road, Suite 430
Independence, OH 44131
(216) 328-9600 or (800) 759-5433
FAX (216) 328-9604
randall.bliss@pesmail.com