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?

$
 
   
   
Joel A. Beyer, Inc.
145 South Fig Street, Suite B • Escondido, CA • 92025
Phone: (800) 726-2650 • Fax: (760) 788-9112
• joel@joelbeyer.com

Securities, financial planning and investment advisory services offered through Financial Advisers of America, LLC, an SEC Registered Investment Advisor and Registered Broker-Dealer, Member FINRA/SIPC. Joel Beyer, Inc. and Financial Advisers of America, LLC are separate and unaffiliated companies. CA life insurance license #0776081. Branch Office: 145 South Fig Street, Suite B, Escondido, CA92025. Phone (800) 726-2650.
 
Past performance never guarantees future results. Inherent in any individual security, investment product or investment management program is the potential for profits as well as the risk of loss. No one can consistently predict, time or control market conditions or investment performance. Consult your financial advisor and other professional advisors before making any financial decision or taking any investment action. The information and web-site links we provide are strictly a courtesy. When you link to any of the web-sites provided here, you are leaving our domain. We make no representation to the completeness or accuracy of information provided at these sites. We are not liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving our domain and assume total responsibility and risk for your use of the sites you link to. The term ‘comprehensive’ means wide in scope, not all inclusive.
 
 © Joel Beyer, Inc. Copyright and all rights reserved worldwide. Duplication, use or reproduction of any content in any form without the express written permission of Joel Beyer, Inc. is prohibited. It is also unethical, unprofessional and unimaginative. All other copyrights and trademarks are the property of their respective owners.
 

Privacy Policy