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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Erickson Wealth & Tax Management
200 1st Avenue West Suite 401 Seattle, WA 98119-4299
Phone: 206-284-9900 Fax: 206-289-5900
www.curtcpa.com curt@curtcpa.com

Fee-based investment management and hourly fee planning are offered by W Curtis Erickson, PS Inc. dba -Erickson Wealth And Tax Management, CPAs and a Washington State Registered Investment Advisor.

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