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?

$
 
   
   
National Life
8383 Wilshire Blvd, Suite #450 Beverly Hills, CA 90211
Phone: (888)727-4666
(323)782-4299
Fax: (323) 782-8444
simon_steve@nlvmail.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 655 N. Central Ave, Suite 1550, Glendale, CA  91203, (818) 551-6600.  All entities and individuals referenced on this site are independent of Equity Services, Inc. unless otherwise noted.

 Steven Simon is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in AZ, CA, CO, FL, IA, IL, IN, MD, NJ, NV, NY, WA.  Steven is also insurance-licensed in CA (insurance license 0541926) , AZ, CO, CT, FL, ID, IL, MD, MI, NJ, NV, TX, UT, VA and WA..


Important Legal Information