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?

$
 
   
   
Sterling Financial Partners
44355 Premier Plaza, Suite 200 • Ashburn, VA • 20147
Phone: 703-726-1313 • Fax: 888-502-9297
• info@sterlingfinancialpartners.com

Securities offered through ValMark Securities, Inc., Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc. ,an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, OH 44333-2431 1-800-765-5201. Sterling Financial Partners is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc. 

FINRA | SIPC