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?

$
 
   
   
Dominion Financial Group
766 Shrewsbury Avenue
Suite 304 East Building
Shrewsbury, NJ 07724
Phone: 1-888-426-7490 Fax: 732-450-0105

”Non-Deposit Investment Products are not FDIC insured. There is no bank guarantee and the investment may lose value.”

Securities offered through TFS Securities, Inc. Members FINRASIPC A full service broker dealer located at 437 Newman Springs Rd., Lincroft NJ 07738. (732) 758-9300. Investment Advisory services offered through Innovative Market Trends, a service of TFS Securities, Inc. .

 

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