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?

$
 
   
   
Kearney-Burch Financial Services, Inc.
2694 Bishop Drive, Suite 290 San Ramon, CA 94583
Phone: (925) 275-4940 Fax: (925) 355-1513
kbfs@kearneyburch.com

 

 

 

Securities offered through ProEquities, Inc.
Member FINRA and SIPC
Advisory Services offered through Kearney-Burch Financial Services.
Kearney-Burch Financial Services in indepedent of ProEquities, Inc.