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?

$
 
   
   
Capital Analyst of San Diego, LLC
11440 West Bernardo Court, Suite 208
San Diego, CA 92127
Phone: 858.674.8400 office
877.623.8900 toll free
Fax: 858.674.8405
thannify@caisd.com

 

 

 

www.caisd.com
 
11440 West Bernardo Court, Suite 208 - San Diego, CA 92127 - (858) 674-8400 - FAX (858) 674-8405
 
 
 
21021 Ventura Boulevard, Suite 400 - Woodland Hills - California - 91364 - (888) 851-6006
 
Securities and Investment Advisory Services offered through Capital Analysts Incorporated, Member FINRA / SIPC.
 
Capital Analysts of San Diego, LLC and Capital Analysts Incorporated are independent non-affiliated entities.
 
 

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