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?

$
 
   
   
Peter Paul Ostapow | Ostapow Financial Services
4 Redbridge CourtPO Box 2208 East Setauket, NY 11733
Phone: (631) 751-1777 Fax: (631) 751-1560
POstapow@americanportfolios.com