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?

$
 
   
   
Financial Services by McBride Financial Services in Mesa, AZ for retirement, estate planning, and tax preparation.
5045 East Broadway Road Mesa, AZ 85206
Phone: (480) 830-6600 Fax: (480) 830-6603
dmcbride@mcbridefinancial.net

5045 E Broadway Road - Mesa, AZ 85206 - 480.830.6600 - Fax 480.830.6603 Registered Principal, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC to residents of: AL, MO, AZ, CA, CO, DE, FL, ID, MI, MT, NM, NV, SC, TN, UT, WA, WY. Investment Advisor Representative, Cambridge Investment Research, Inc., Registered Investment Advisor. Financial Planning offered through McBride Financial Services, Inc, a Licensed Investment Advisor. MFS and Cambridge are not affiliated.
Cambridge does not offer tax advice.