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?

$
 
   
   
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1719 Route 10 East, Suite 105 • Parsippany, NJ • 07054
Phone: (973) 287-3557 • Fax: (973) 270-0377
• kang_paisu@nlvmail.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC. A Broker/Dealer and Registered Investment Adviser, 733 3rd Ave. 2nd Floor, New York, NY 10017  (212) 661-1600. American Financial Alliance,Inc is independent of Equity Services, Inc.

Pai-Su Kang is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in New Jersey, New York, California, Nevada, Maine, and Pennsylvania. Pai-Su Kang is insurance-licensed in New Jersey, New York, Nevada, Maine, and Pennsylvania.

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