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?

$
 
   
   
Cents & Sensibility
Cents & Sensibility, Inc.
5994 W. Las Positas Blvd. Suite 119		 • Pleasanton, CA • 94588
Phone: 925-225-1135 or
toll free 877-CENTS11		 • Fax: 925-225-1227
www.centsandsensibility.com • Sharon@centsandsensibility.com Andrea@centsandsensibility.com Laurie@centsandsensibility.com Pat@centsandsensibility.com Lisa@centsandsensibility.com

Securities and advisory services offered through VSR Financial Services, Inc. a registered investment advisor and Member FINRA/SIPC.  Cents & Sensibility, Inc. and VSR Financial Services are not affiliated companies.