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?

$
 
   
   
Steve Alsdorf & Associates
300 Plaza Drive Suite 195 Highlands Ranch, CO 80129
Phone: (303) 792-5373 Fax: (303) 925-1770
steve@SteveAlsdorf.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

  Steve Alsdorf and Associates is not affiliated with Multi-Financial Securities Corporation  

 

300 Plaza Drive Suite 195, Highlands Ranch, CO 80129 

 

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CA,CO.

We are registered to sell Securities in AZ,CA,CO,NY,OK.

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