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?

$
 
   
   
Athenian Private Client Group, "Every Client Is Different, And So Are We"
350 Madison Avenue, 2nd Floor • Cresskill, NJ • 07626
Phone: 201-227-4722 • Fax: 201-227-4711
• svassilakos@sagepointadvisor.com

*Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.  Athenian Private Client Group Corp. is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.