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?

$
 
   
   
Shore Financial Group, LLC "Wealth Management & Retirement Planning"
114 Pratt Road • Clinton, CT • 06413
Phone: 860-664-9028; 888-97-SHORE • Fax: 860-669-1719

Securities and investment advisory services offered through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC.  AIC and Shore Financial Group, LLC are not affiliated. Securities products are limited to residents of CO, CT, FL, MD and NY.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your Registered Representative.  Read it carefully before you invest or send money.  A Representative from Shore Financial Group, LLC will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.