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?

$
 
   
   
Randal S. Poirier, ChFC, Financial Planner, Independence Financial Partners
2 Meeting House Lane Little Compton, RI 02837
Phone: 401-635-8700 Toll free 866-407-4166 Fax: 401-635-8790
rpoirier@indfp.com

Independence Financial Partners is independent of John Hancock and Signator Investors, Inc.

935 JEFFERSON BLVD. - WARWICK, RI 02886 - 401-732-4800

We are licensed to sell Insurance Products in the following states:
Connecticut, Massachusetts, New Hampshire, Rhode Island.

We are registered to sell Securities in the following states:
Connecticut, Florida, Louisiana, Massachusetts, Rhode Island.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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