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?

$
 
   
   
Pilot Financial Advisors
1010 N. Elm Street • Greensboro, NC • 27401
Phone: 336.272.9712 • Fax: 336.273.4348
• lshull@pilotfa.com

*Securities and advisory services are offered through representatives of Lincoln Financial Securities  Corporation, Member FINRA/SIPC to residents of states in which they are properly licensed and registered.

Lincoln Financial Securities Corporation is not affiliated with Pilot Financial Advisors.