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?

$
 
   
   
William Baker & Associate, Inc.
400 Galleria Parkway, Suite 1500 Atlanta, GA 30339
Phone: 770-956-4073
bbaker@wmbaker.com

Securities offered through and supervised by Wilbanks Securities, Inc. Member FINRA/SIPC   Investment Advisory Through Wilbanks Securities Advisory  4334 NW Expressway, Suite 222 Oklahoma City, OK 73116 405-842-0202