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?

$
 
   
   
Royal Palm Financial
Corporate Headquarters

5485 Wiles Road
Suite 406
Coconut Creek, FL 33073
Toll Free (877) 401-5787
Fax (954) 933-9987

Bonita Springs Office:

9990 Coconut Road
Suite 210
Bonita Springs, FL 34135
Toll Free (888) 400-3400
Fax (239) 948-4136

Fort Myers Office:

15940 Chatfield Drive
Fort Myers, FL 33908
Toll Free (866) 601-0004
Fax (239) 433-9090