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?

$
 
   
   
James T. Gentry, CFP & Special Needs Planner, Special Needs Trust
1350 TimberLake Manor Parkway, Suite 230 Chesterfield, MO 63017
Phone: 636-736-3319 Fax: 636-736-3333
www.jtgentry.metlife.com jtgentry@metlife.com

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