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?

$
 
   
   
KAF Financial Advisors
10 Forbes Road West
Third Floor
Braintree, MA 02184
Phone: 781-356-2000 Fax: 781-380-3833
info@kafgroup.com

 

 

 

Securities and Investment Advisory Services offered through Capital Analysts Incorporated: Member FINRA / SIPC .  Capital Analysts Incorporated and KAF are independent non-affiliated entities.

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