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?

$
 
   
   
Goldstrand Planning Group
2800 W. March Lane, Suite 326 Stockton, CA 95219-8202
Phone: (209) 472-7000
Toll Free: (800) 507-9911
Fax: (209) 472-1551
planning@goldstrand.com

Licensed to sell insurance and annuity products in CA. CA Insurance License #0523376.

 

Securities offered through The O. N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513)794-6794. Investment advisory services offered through Dennis Goldstrand of Goldstrand Planning Group and O.N. Investment Management Company. Goldstrand Planning Group and O.N. Investment Management Company are not affiliated.