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?

$
 
   
   
Individual Financial Services
5000 Stonewood Drive, Suite 310 • Wexford, PA • 15090
Phone: (724) 935-3770 • Fax: (724) 935-3775
• neil.pettes@lpl.com

 

Securities and Investment Advisory Services offered through LPL Financial, Member FINRA / SIPC and a Registered Investment Advisor.  Advisory Services also offered through Individual Financial Services, Inc. a Pennsylvania Registered Investment Advisor.  Individual Financial Services, Inc. is not affiliated with LPL Financial and is not a Registered Broker-Dealer.