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?

$
 
   
   
Redstone Financial Advisors, LLC
3416 Washington Dr. Falls Church, VA 22041
Phone: 703-931-4910
prosenstein@redstonefinancialadvisors.com
This web site is for residents of CA,DC,GA,MD,NY,TX ,VA,WA. Pauline Rosenstein is a Registered Representative and Investment Advisor Representative of and offers securities and advisory services through WRP Investments, Inc., Member FINRA & SIPC. Redstone Financial Advisors, LLC. is not affiliated with WRP Investments, Inc. Securities activities and advisory services are supervised by WRP Investments, Inc. at 4407 Belmont Ave., Youngstown, OH 44505, (330) 759-2023.