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?

$
 
   
   
BlueChip Financial Advisors
22 Hemingway Dr. East Providence, RI 02915
Phone: (401) 435-4239 Fax: (401) 435-5060
jalemme@bcfa.net

 

 

 

Registered Investment Advisory Representatives of Bluechip Financial Advisors (BCFA) offer advisory services through BCFA.  They may also offer other products and services (i.e. accounting, insurance, employee benefits, etc) that are independent of BCFA services.  Securities offered through Triad Advisors, Inc.  Member FINRA/SIPC.  Investment Advisory Services offered through BCFA. BCFA is not a subsidiary or affliate of Triad Advisors, Inc.   Clearing, custody, or other brokerage services may be provided by National Financial Services LLC. or Fidelity Brokerage Services LLC.  Members NYSE, SIPC