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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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.

Input

1. What is the expected value of your investment portfolio at retirement?

$

2. What annual return do you expect to earn on this portfolio?

%

3. What annual rate of inflation do you expect during retirement?

%

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

$

All return assumptions are for the purposes of tax planning and are hypothetical. They do not represent any actual investments.

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