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?

$
 
   
   
The Klein Serro Financial Group at Stifel Nicolaus
1225 Franklin Avenue, Suite 150 • Garden City, NY • 11530
Phone:

(516) 663-5484

 • Fax:

(516) 746-0530
• thekleinserrofinancialgroup@stifel.com

(1) This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.

(2) Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representatives and the broker-dealer or investment advisor they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state: (b) are excluded or exempted from the state's licenser requirements.

(3) Products and investment advisory services are offered through Stifel, Nicolaus & Company, Incorporated, Member SIPC/NYSE.

Investing involves risk, including the possible loss of principal invested