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?

$
 
   
   
Desmon and Kohnstamm Inc.
247 Cayuga Rd. Ste. 100 Buffalo, NY 14225-1900
Phone: 716-633-1808 Fax: 716-633-1834
don@desmonkohnstamm.com christine@desmonkohnstamm.com

Securities and investment advisory services offered through Tower Square Securities, Inc.(TSS)(member FINRA/SIPC), a registered investment advisor. Desmon & Kohnstamm in not affiliated with TSS. Neither TSS nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance.

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