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?

$
 
   
   
Albany Financial Group
80 Wolf Road, Suite 301 • Albany, NY • 12205
Phone: (518) 786-3300 • Fax: (518) 786-7009
• llaplante@albanyfinancial.com

The financial consultants of Albany Financial Group are Registered Representatives with, and offer Securities through, LPL Financial LLC, Member FINRA/SIPC.

 

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Securities related services may not be provided to individuals residing in any state not listed below. This information is intended for use only by residents of the following states in which the representative is registered:

We are licensed to sell Insurance Products in the following states:

California, Connecticut, Florida, Massachusetts, New York, Ohio, Pennsylvania, Wisconsin.


We are registered to sell Securities in the following states:

Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Utah, West Virginia, Virginia, Vermont.