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?

$
 
   
   
Charles Stephen & Company
5951 Jefferson Ct. NT Suite D • Albuquerque, NM • 87109
Phone: Albuquerque: (505) 884-0451
Toll Free: (888) 884-0451		 • Fax: (505) 881-1333

Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC.

 

Investment Advisory Services may be offered through Investment Advisor Representatives of NFPSI or Charles Stephen & Company, Inc (CS&CI).

 

CS&CI is not affiliated with NFPSI.

 

This site is published for residents of the United States only.  Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFPSI Compliance Department at 512-697-6000.