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?

$
 
   
   
R.M. Neilio & Associates, Fiscal Advisors - Financial Advisor, Retirement Planning, Estate Planning
2 Mary E. Clark Drive
Suite 3
Hampstead, NH 03841
Phone: 603-329-4305 Fax: 603-329-4728
solutions@rmneilio-associates.com


R. M. Neilio & Associates, Fiscal Advisors

solutions@rmneilio-associates.com   /   603-329-4305

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your registered representative.  Read it carefully before you invest or send money. 

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