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?

$
 
   
   
Wealth Preservation Solutions
Wealth Preservation Solutions
New Jersey Office:
257 E. Ridgewood Avenue, Suite 305
Ridgewood, NJ 07450
Phone: (201) 632-2022
Fax: (201) 445-6720
Email: btraverso@wpsllc.net


Florida Office:

725 Hideaway Bay Drive
Longboat Key, FL 34228
Phone: (941) 383-4396
Fax: (941) 383-8046
Email: btraverso@wpsllc.net

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Adviser. Wealth Preservation Solutions, LLC is an affiliate of National Financial Partners Corp., the parent company of NFP Securities, Inc. This site is published for residents of the United States only. Registered representatives and investment adviser representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000