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?

$
 
   
   
Tax Advisors Unlimited - The Woodlands & Houston, Texas Tax & Wealth Advisors
2002 Timberloch Place, Suite 200 The Woodlands, TX 77380
Phone: (281)362-1444 Fax: (281)296-5865
Info@TaxAdvisorsUnlimited.com