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?

$
 
   
   
Perret Financial
300 Vestavia Parkway
Ste 2300		 • Birmingham, AL • 35216
Phone: 205-795-2043 Toll Free: 1-800-654-0617 • Fax: (205) 823-7758
• paul@perretfinancial.com
Currently Licensed in Alabama, Georgia, Louisiana, Mississippi, North Carolina and Tennessee. License Held: 6, 63 and 65
 
Investment Advisory services offered through Investment Advisors, a division of ProEquities, Inc.
A Registered Investment Advisor. Registered Representative, ProEquities, Inc. A Registered Broker, Dealer, and Member FINRA & SIPC.
  Perret Financial is independent of ProEquities, Inc.