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?

$
 
   
   
NL Financial Alliance
733 Third Ave, Suite 200 • New York , NY • 10017
Phone: 646-898-3555 • Fax: 646-898-3556
• roger@rogersoo.com


 

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, 733 Third Ave., Suite 200 New York, NY 10017, Tel:212-986-0400.  All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Roger Soo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in CA, CT, HI and NY.  Roger Soo is insurance-licensed in the states of NY, NJ, CA (license#0650657) CT, HI, RI, CO, DE, FL, NV, PA, TX, and VA.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.