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?

$
 
   
   
Quintessential Advisors
7810 McEwen Road, Suite D • Dayton, OH • 45459
Phone: 937-428-3300 • Fax: 937-428-9900
• jwilliams@quintadv.com

Securities offered through Registered Representatives of NFP Securities, Inc., (NFPSI) Member FINRA/SIPC .  

Investment Advisory Services offered through Investment Advisory Representatives of NFPSI.

NFPSI is not affiliated with Quintessential Advisors, Ltd.

This  site is published for residents of the United States only. Registered representatives and investment advisor representatives ofNFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.

NFPSI does not give tax or legal advice.