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?

$
 
   
   
Stegent Equity Advisors, Inc.*
24 Greenway Plaza, Suite 515 Houston, TX 77046
Phone: 713-840-9300x4 Fax: 713-840-0012
Loyd@stegentequity.com

Registation as an investment advisor with the SEC or State of Texas does not require or imply any level of experience or expertise.

Stegent Equity Advisors, Inc. is not a CPA firm.

 

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