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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Capstone Financial Engineering
1010 Camerado Drive
Suite 202
Cameron Park , CA 95682
Phone: (530) 677-1724
Toll Free: (800) 544-6003
Fax: (530) 677-0843
www.capstonefinancial.net admin@capstonefinancial.net

Securities offered through Ameritas Investment Corp., member FINRA/SIPC., an affiliate of The Union Central Life Insurance Company, 1876 Waycross Road, Cincinnati, Ohio 45240 (800)319-6902. Not affiliated with Vaccaro and Associates. Licensed for Insurance and Securites sales in CA. See the Associates page for individual licenses.