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?

$
 
   
   
George R. Pierce & Assoc.
1200 Westlake Avenue N Suite 707 • Seattle, WA • 98109
Phone: (206) 281-7700 • Fax: (206) 281-8930
• grp@georgerpierce.com

Securities offered through LPL Financial, Member FINRA / SIPC

Investment advice and financial planning services offered through George R. Pierce & Associates, LLC, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, ME, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TX, VA, WA, WI.