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?

$
 
   
   
Ansardi Financial Services, Llc
8641 Highway 23 • Belle Chasse, LA • 70037
Phone: 504-393-2228 • Fax: 504-393-2276
• danica@ansardifinancial.com

Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor.  Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA (www.finra.org) & SIPC.  Ansardi Financial Services, LLC., is independent of ProEquities, Inc.