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?

$
 
   
   
Walsh & Nicholson Financial Group
119 W. Wayne Avenue • Wayne, PA • 19087
Phone: 610-688-4447 • Fax: 610-688-4480
• ewalsh@wnfg.com

 

Securities (and investment advisory services) are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Walsh & Nicholson Financial Group are not affiliated. Additional products and services may be available through Walsh & Nicholson Financial Group that are not offered through AIC.

 

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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 representative.  Read it carefully before you invest or send money.  Securities products are limited to residents of CA, CO, DC, DE, FL, MA, MD, MI, MS, NC, NJ, NY, OH, PA, SC, TN, VA, VT. Other fixed products available nationally.

A representative of Walsh and Nicholson Financial Group will contact you to provide requested information.