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?

$
 
   
   
Bodnar Financial Advisors, Inc.
248 Columbia Turnpike
Suite 104		 • Florham Park, NJ • 07932

For map, click on link:
Map to Bodnar Financial
Phone: 973-966-6939

Registered Principal
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC to residents of AZ, AR, CA, CO, FL, GA,  MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TX, VA.

Investment Advisor Representative Cambridge Investment research Advisors, Inc. a Registered Investment Advisor.

Financial Planning Services offered through offered through Bodnar Financial Advisors, Inc., a Registered Investment Advisor.

Cambridge and Bodnar Financial Advisors, Inc. are not affiliated.