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?

$
 
   
   
Bill Trembler, www billtrembler.com
One East Broad Street, Suite 440 Bethlehem, PA 18018
Phone: (610) 691-6800/800-314-4828 Fax: (610) 691-8735
wtrembler@lincolninvestment.com

Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker/Dealer Member FINRA/SIPC. Supervising office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111, www.lincolninvestment.com