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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
ValleyWest Financial Group
557 Parkside Court Allentown, PA 18104
Phone: 610-841-3988 Fax: 610-841-3840
www.ValleyWest.biz richard.zettlemoyer@questarcapital.com

Securities offered through Questar Capital Corporation, Member FINRA/SIPC.                        ValleyWest Financial Group is independent of Questar Capital Corporation.