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?

$
 
   
   
Rocky Mountain High Financial Services
Main Office

1161 Day Road 		• Sykesville, MD • 21784-5606

Satellite Office**
P.O. Box 161

Wapiti, Wyoming 82450


**By Appointment Only
Phone: 410-442-2315 • Fax: 410-489-9199
• RMHFS@rmhfs.net

Securities and Investment Advisory Services are offered through H. Beck, Inc., 11140 Rockville Pike, 4th Floor, Rockville, MD 20852 (301) 468-0100, Member FINRA, SIPC. H. Beck, Inc. and Rocky Mountain High Financial Services are unaffiliated entities.