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?

$
 
   
   
Wagner Wealth Management

Anderson:
2810 North Main Street
Anderson, SC 29621

Greenville:
130 South Main Street, 6th Floor
Greenville, SC 29601


Phone: (864) 231-5494
Toll Free: (888) 7WAGNER

Fax: (864) 231-5495
wagnerwealth@investmentctr.com