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?

$
 
   
   
Burns Investment Group/Wells Fargo Advisors Financial Network
Farmington Hills Office
27555 Executive Drive, Ste 175
Farmington Hills MI 48331

Naples Office
850 Park Shore Drive, Ste 200
Naples FL 34103
888-363-4546 Phone 855-553-4600 Fax
BurnsInvestmentGroup@wfafinet.com