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?

$
 
   
   
Kaiser Wealth Management, Cheri Johnson, Gig Harbor, WA, Seattle, Tacoma, Port Orchard, Bremerton, Financial Advisor, Stock Broker, Investment Advisor, Investment Advisory Services, Insurance, Bonds, Stock, 401k, IRA, 403b, Keogh, 457, Retirement, Retiree, Long Term Care, Investment, Investor
5790 Soundview Drive, Suite 201 • Gig Harbor, WA • 98335
Phone: 253-858-4411 • Fax: 253.514-8047
• cheri@kaiserwealthmanagement.com

 

 

Securities offered through Kaiser and Company, Member FINRA/SIPC. Investment Advisory services offered through Kaiser Wealth Management. Kaiser Wealth Management-Gig Harbor, WA is not an affiliate of Kaiser and Company or Kaiser Wealth Management.  

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