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?

$
 
   
   
My Reliance
3400 Croasdaile Dr., Suite 206 • Durham, NC • 27705
Phone: 919-489-1720 • Fax: 919-489-2786
• info@mybpginc.com

 Reliance Financial Group, Inc. - 3400 Croasdaile Drive, Suite 206 - Durham, NC - 27705
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Reliance Financial Group, Inc. is a fee based registered investment advisory company licensed in the state of North Carolina. The information presented herein is for informational purposes only and does not constitute an offer to sell securities or investment advisory services. Such an offer can only be made in North Carolina or any state where an exemption from notification is currently available under the de minimis exemption rule.
The investment advisor is an independent advisor and receives no compensation from any corporations, brokerage houses, organizations or special interest groups by making recommendations to purchase any of the investment products used. The advisor is a fee-only advisor and receives no commissions for client trades.