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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
American Portfolios Rochester
1040 University Avenue Rochester, NY 14607
Phone: (585) 461-6483 Fax: (585) 461-6498
www.apfsrochester.com apfsrochester@americanportfolios.com rbartolotta@americanportfolios.com ngarfield@americanportfolios.com kcarroll@americanportfolios.com mwasnock@americanportfolios.com dferrara@americanportfolios.com rallen@americanportfolios.com aabdoo@americanportfolios.com themann@americanportfolios.com dlippa@americanportfolios.com tcoulter@americanportfolios.com

*Securities offered through American Portfolios Financial Services, Inc.  Member FINRA/SIPC

**Advisory Services and Products offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor.