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?

$
 
   
   
The Frieden Agency
The 3300 Building 397 Little Neck Rd • Virginia Bch, VA • 23452-5768
Phone: 757-340-9777 ext. 308 • Fax: 757-463-4661
• skocen@jhnetwork.com

397 LITTLE NECK RD , THE 3300 BLDG-STE 200 - VIRGINIA BEACH, VA 23452 - 757-340-9777

We are licensed to sell Insurance Products in the following states:
California, Delaware, Florida, Georgia, Kentucky, Maryland, North Carolina, New York, South Carolina, Texas, Virginia.

We are registered to sell Securities in the following states:
California, Georgia, New York, Virginia.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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