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?

$
 
   
   
Branda Financial Services
702 Cortlandt Street Houston, TX 77007
Phone: 713-426-1870 Fax: 713-426-0333
michael@michaelbranda.com

 

Securities and investment advisory services are offered through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 3600 N. Capital of Texas Highway, Bld. B, Suite 180, Austin, Texas 78746 512-266-1658. Michael J. Branda Financial Services and all other entities referenced are independent of Equity Services, Inc. unless otherwise noted.


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