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?

$
 
   
   
Altigro Benefits, Inc.
3 US Highway 46 West Fairfield, NJ 07004
Phone: 973-439-0200 Fax: 973-439-0211
benefits@altigro.com

Securities offered through registered representatives of Tower Square Securities, Inc. member FINRA/SIPC.  Altrigo Benefits Services, Inc. is not an affiliate of  Tower Square Securities, Inc.

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For investments and securities, please contact Brad Greenbaum at Brad.Greenbaum@tssimail.com.

 

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