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?

$
 
   
   
Brennan Financial Group
4 W. Rockland Rd. P.O. Box 733 • Montchanin, DE • 19710
Phone: (302) 655-8361 • Fax: (302) 655-2680
• wbrennan@veritrustfinancial.com

Registered Representative - Securities and Advisory Services offered through Veritrust ® Financial, LLC Broker/Dealer - Member FINRA/SIPC 



SEC Registered Investment Advisor

Brennan Financial Group and Veritrust Financial, LLC are unaffiliated entities.