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?

$
 
   
   
Royal Oak Benefits & Investments
3909 Washington Rd. Suite 311 McMurray, PA 15317
Phone: 866-OAK-5001 Fax: 724-260-5500
eprado@royaloakbi.com mdyer@royaloakbi.com jdyer@royaloakbi.com