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?

$
 
   
   
MarsJewett Financial Group, Inc.
3001 112th Ave NE Suite 102 Bellevue, WA 98004
Phone: (425) 289-5000 or (800) 500-1855 Fax: (425) 289-5005

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

 MarsJewett and Financial Network Investment Corporation are not affiliated companies

 

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CA,GA,IL,KY,MT.

We are registered to sell Securities in AK,AZ,CA,CO,CT,HI,IA,ID,IL,ME,MT,NC,ND,NJ,NY,OR,PA,WA.

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