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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Inland Empire Investments
127 E. State st.
 • Redlands, CA • 92373
Phone: (909) 748-0033 • Fax: (909) 748-0088
www.inlandempireinvestments.com

Registered Representative offering securities and advisory services through Royal Alliance Associates, Inc., a registered broker-dealer, Member FINRA/SIPC and SEC registered investment advisor. Advisory Services offered through NWF Advisory Services, Inc., a registered investment advisor.