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?

$
 
   
   
Shilanski & Associates, Inc.
431 W. 7th Ave, Suite 100 • Anchorage, AK • 99501
Phone: 907-278-1351 • Fax: 907-278-4237
• rosa@shilanski.com

Securities offered through Summit Brokerage Services, Inc., , Member FINRA/SIPC.  Shilanski & Associates, Inc. is not affiliated with Summit Brokerage Services, Inc.

The presence of this web site on the Internet shall in no direct or indirect fashion raise any inference or implication that Shilanski & Associates, Inc., an Alaska Registered Investment Adviser, is selling, offering to sell or soliciting to provide investment advisory services to residents of any state other than the state of Alaska.

 

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