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?

$
 
   
   
Jay Maffe www.maffefinancialgroup.com

Hartford, CT:

333 East River Drive, Suite 401
East Hartford, CT 06108
Phone:
(860) 290-8788
Fax:
(860) 290-8822

Fairfield, CT:
187 Danbury Road, Suite 1E
Wilton, CT 06897
Phone:
(203) 803-1866
Fax:
(203) 803-1867

Manchester, CT:

160 Chapel Road, Suite 301
Manchester, CT 06040
Phone: (860) 647-7919
Fax:
(860) 647-7818

Providence, RI:

875 Centerville Road, Building One
Warwick, RI 02886
Phone:
(401) 828-2090
Fax:
(401) 828-1548

Newton, MA:

Two Newton Executive Park, Suite 200
Newton, MA 02462
Phone: (617) 965-7777
Fax: (617) 965-7017

Boston, MA:

35 Braintree Hill Office Park, Suite 102
Braintree, MA 02184
Phone: (781) 848-0015
Fax: (781) 848-0024

Altoona, PA:

1798 Plank Road, Suite 301
Duncansville, PA 16635
Phone: (814) 696-1100
Fax:
(814) 696-1178