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?

$
 
   
   
Arnie Magid
1 Mountain Road, Suite 201 PO Box 790 Suffield, CT 06078
Phone: 860.668.1957
Cell: 860.716.3268
Fax: 860.668.2150
arnie@oxfordfinancial.biz


Securities and Advisory services are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: CA, CT, IL, MA, MD, ME, NH, NJ, NY, PA, TX, VT, AZ, FL, MS.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Oxford Financial are not affiliated