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?

$
 
   
   
Davis & Seiley Wealth Management
4710 Fourth Street, Suite 300 • La Mesa, CA • 91941
Phone: (619) 697-2684 • Fax: (619) 697-8257
• janelle@davis-seiley.com

Davis & Seiley Wealth Management Inc., a State Registered Investment Adviser

 

Fidelity Investments is an independent company, unaffiliated with Davis & Seiley Wealth Management, Inc. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied in the Davis & Seiley Wealth Management, Inc. site and does not guarantee or assume any responsibility for its content. Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. E review # 571463.1.0