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?

$
 
   
   
Blue Point Financial
243 US Route One • Scarborough, ME • 04074
Phone: 207-883-2009 • Fax: 207-883-5034
• ohalloran_timothy@nlvmail.com gilbert_heather@nlvmail.com

 

Timothy O'Halloran is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in ME, FL, MA, NH, NJ, SD, & WA.  He is also insurance-licensed in ME, FL, NH, MA, & VA.

 *Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive, Suite 200 Colchester, VT 05446 Tel: 802-864-6819 Blue Point Financial and all other entities referenced are independent of Equity Services, Inc. unless otherwise noted.


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