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 and Retirement Planning Services for Burlington, Ma. area. Larry Panzeri and Lance Financial.
Lawrence Panzeri
2 Winnmere Ave
Burlington, MA 01803
Phone: (781) 505-1941 Fax: (781) 505-1945
  • Map and Directions
  • larry@lancefinancial.com

    Securities offered through Securities America, Inc. Member FINRA/SIPC <
    Lance Financial Associates, Inc. and Securities America are Independent Firms

    Licensed to offer securities products in CA, FL, MA, ME, MI, MS, NC, NE, NH, NV, NY, VT, & WA
    Licensed to offer insurance products in FL, MA, ME, MI, MS, NE, NH, NV, & VT
    Licensed to offer advisory services in MA