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?

$
 
   
   
Charest Company, LLP-Financial Planners
3662 Dauphin St. Suite A-1 • Mobile, AL • 36608-1217
Phone: 251-343-7715 • Fax: (251) 343-7725
• info@charestandcompany.com

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.  Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. Please be advised that presently representatives of Charest Company, LLP hold licenses in AL, TN, CO, FL, GA,  IN, MS. OH, SC, TX.  For residents of other states in which registration is not held, proper licenses and registrations mubt be obtained by Charest Company, LLP before proceeding furthur.

 

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