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?

$
 
   
   
Sage Investments Inc.
391 Boyds Mills Road Milanville, PA 18443
Phone: 570.729.1020 Fax: 570.729.1220
jsheard@cfiemail.com

This is not an offer to sell securities, which may be done only after a delivery of a prospectus and client suitability is reviewed and determined.  Information relating to securities is intended for use by individuals residing in AR, FL, NC, NY, PA, and VA.
Securities and Advisory services offered through Centaurus Financial, Inc.   Member FINRA/SIPC