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?

$
 
   
   
Gateway Financial Advisors, Inc.
2010 Crow Canyon PlaceSuite 100, Office # 404 San Ramon, CA 94583
Phone: 925-999-8699 Fax: 800-939-9714
customerservice@gfainvestments.com

Registered Representative, Securities and Investment Advisory Services offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Gateway Financial Advisors, Inc., Quality Life Insurance Agency and Cambridge Investment Research, Inc. are not affiliated.

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