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?

$
 
   
   
Salvatore Gambino, John D. Fenimore
510 Broadhollow rd. Suite 104 • Melville, NY • 11747
Phone: (888)747-5679
Direct: (516)512-6116		 • Fax: (516)512-6117
• sgambino@lisinvestments.com jfenimore@lisinvestments.com

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Aegis Capital Corp. is a FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states. This website is published in the United States for residents of the United States. Aegis Capital Corp. is a member of the Securities Investor Protection Corporation (SIPC).


Aegis Capital Corp professionals may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  Contact your local LIS Investments office for information and availability. Products and services mentioned in this website may not be available in all states. To request information, contact your investment professional. LIS Investments is not soliciting business in any state or international jurisdictions where it is not registered. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice.