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?

$
 
   
   
PBI Financial Group
62 Lasalle Road, Suite 207 West Hartford, CT 06107
Phone: 860-233-1171 Fax: 860-233-1510
stephen.bacon@pesmail.com david.gendreau@pesmail.com jtgutcheon@pbiins.com james.gentile@pesmail.com mmelendez@pbiins.com