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?

$
 
   
   
D & G Advisory Group
N6682 South Harbor Lane Menominee, MI 49858
Phone: 906-863-8069 800-299-0368 Fax: 906-863-8080
david@dgadvisory.com

Securities offered through:  FSC Securities Corporation

A registered broker/dealer. Member FINRA/SIPC.

Investment Advisory Services offered through D&G Advisory Group,

 A registered investment advisor not affiliated with FSC Securities Corporation.