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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Steve Mohyla CFP
10560 Main Street, Suite 307 Fairfax, VA 22033-7175
Phone: 571-321-0150 Fax: 571-321-0152
www.naccbretirementplans.com smohyla@woodburyfinancial.net

TechServe Alliance Retirement Services are provided by Stephen Y. Mohyla Jr. CFP® a Registered Representative and Investment Advisor Representative of Woodbury Financial Services. Inc.  Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.  Member FINRA, SIPC and Registered Investment Adviser.  TechServe Alliance Retirement Services and Woodbury Financial Services, Inc. are not affiliated entities.

Services are only available in states where we are licensed to do business.  Securities and Insurance licensed in VA, CT, DC, DE, FL, GA, MD, NJ, NY and TX.  Securities licensed in NC.