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?

$
 
   
   
Physicians Private Client Group
600 West Germantown Pike, Ste 400 Plymouth Meeting, PA 19462-1046
Phone: 800.527.6582
610.940.1733
Fax: 610.825.7579
info@physicianswealthadvisor.com