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?

$
 
   
   
LS Ross CPA's & Financial Services
3590 Cherokee Street Ste. 403
Kennesaw, GA 30144
Phone: (770) 792 2233- Kennesaw
(770) 270 5550 - Atlanta
Fax: (770) 792 2243- Kennesaw
(770) 270 0798- Atlanta
Taxes@lsrosscpa.com