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?

$
 
   
   
The Opus Group LLC
328 Newman Springs Road Red Bank, NJ 07701
Phone: 866-900-OPUS (6787) Fax: 732-280-6889
info@TheOpusGroup.net

Securities offered through Garden State Securities Inc., Member FINRA/SIPC. For information regarding Garden State Securities, Inc., including required disclosures, please visit the firm's website at www.gardenstatesecurities.com.

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