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?

$
 
   
   
United Wealth Management Group, Financial Services

140 Main Street, Suite 400
Northampton, MA 01060
Tel: 413-585-5100
Fax: 413-585-5153

1830 Northampton Street
Holyoke, MA 01040
Tel: 413-787-1257
Fax: 413-533-1687

94 Shaker Road
East Longmeadow, MA 01028
Tel: 413-788-3358
Fax: 413-525-7160
528 Center Street
Ludlow, MA 01056
Tel: 413-726-2422

Fax: 413-583-2641