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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Key Advisors Group
500 Franklin Avenue, Unit 5 Berlin, MD 21811
Phone: 410-629-0357 Fax: 410-629-0577
www.keyadvisorsdelaware.com macomber_kristin@nlvmail.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 500 Franklin Avenue, Unit 5, Berlin, Maryland  21811  (410) 629-0357  All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Curtis Macomber is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Delaware and Maryland.  He is also insurance-licensed in Delaware and Maryland.


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