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?

$
 
   
   
Sid Financial Services
1670 S. Amphlett Blvd. Suite 214 San Mateo, CA 94402
Phone: 650-378-8588 Fax: 650-378-8589

 

RBO 1670 S. Amphlett Blvd. STE 214, San Mateo, CA  94402 phone 650-378-8588
Securities and investment advisory services offered through NEXT Financial Group, Inc.,Member FINRA/SIPC.

Sid Financial Services is not an affiliate of NEXT Financial Group, Inc.

To view NEXT Financial Group’s privacy policy and other important information, visit the "Customers" section of www.nextfinancial.com.

Investment products and services available only to residents of: CA, TX, MA, OR, OK