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?

$
 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Calculators provided by Emerald Connect, Inc.

   
   
Najafi Financial Services
3801 Kirby Dr Suite 330 Houston , TX 77098
Phone: 713-807-7002 Fax: 832-201-0435
wally@najafifinancial.com

Securities and investment advisory services offered through ING Financial Partners, Inc., member FINRA, SIPC.

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Securities and Investment Advisory Services are offered through ING Financial Partners, Inc. Member SIPC. 3801 Kirby Dr Suite 330 Houston, TX 77098.  Najafi Financial Services is not a subsidiary of nor controlled by ING Financial Partners, Inc.

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