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?

$
 
   
   
WAB&T Financial Services

 

 

 

Securities are offered through ProEquities, a registered broker/dealer. Member FINRA/SIPC. These products are not FDIC insured, are not deposits or other obligations of WABT and are not guaranteed by WABT or any government agency. Securities involve investment risks, including the possible loss of principal.WABT is independent of ProEquities, Inc.