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?

$
 
   
   
Spectrum Captial Management, Inc.
Jesup and Lamont Securities Corp.
325 Fifth Ave., Suite 103
Indialantic, FL 32903
Phone: 321-327-7935 (Indialantic)
321-779-4418
800-216-5186
Fax: 321-779-0098
skemps.pfyfn.com skemps@jesuplamont.com

Securities Offered Through:

Jesup and Lamont Securities Corporation
650 Fifth Ave., 3rd Floor
New York, NY 10019
est. 1877
Member FINRA (www.finra.org) and SIPC (www.sipc.org)

 

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