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?

$
 
   
   
Romano Buonadonna Financial Services, LLC
Vineland Office
150 S. Main Road
Vineland, NJ 08360
Phone: (856) 692-9103
Fax: (856) 794-8862

Millville Office:
10 E. Main Street - Suite E
Millville, NJ 08332
Phone (856) 825-9943
Fax (856) 825-0417
info@rbfsonline.com

Securities offered through CPI Capital - Member FINRA/SIPC www.finra.org  www.sipc.com


 513 Centennial Blvd., Voorhees, NJ 08043 (800)732-8062

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