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?

$
 
   
   
Selective Benefits Group
17 Wilrich Glen • Morristown, NJ • 07960
Phone: 646-820-401k • Fax: 973-359-8822
• abluestone@sbgroup.com rbrown@sbgroup.com

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Selective Benefits Group are not affiliated. Additional products and services may be available through Andrew S. Bluestone, Richard L Brown, or Selective Benefits Group that are not offered through AIC.

Representitives of AIC do not provide tax or legal advise. Please consult your tax advisor or attorney regarding your situation. This is not an offer of securities in any Jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representitve. Read it carefully before you invest or send money. Securities products are limited to residents of NY, NJ, CT, PA, CO, NM, SC, UT, and FL.