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?

$
 
   
   
Paul Fair Associates, LLC - Registered Investment Adviser - based in Wyomissing, PA
2917 Windmill Road Ste #1 Sinking Spring, PA 19608
Phone: 610-478-9500 Fax: 888-870-5205
contact@paulfair.com

Fee based services offered through Paul Fair Associates, LLC, a registered investment adviser. 2917 Windmill Road, Ste#1, Sinking Spring, Pa 19608 (610)-478-9500

 

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