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?

$
 
   
   
Skogebo Associates, Inc. - Woodbury Financial
8957 Edmonston Road
Suite F
 • Greenbelt, MD • 20770
Phone: 301-982-0006 • Fax: 301-982-0009
• askogebo@woodburyfinancial.net

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser.  Skogebo Associates, Inc and Woodbury Financial Services, Inc., are not affiliated entities.

Services are available only in states where we are licensed to do business.  Skogebo Associates, Inc. is currently licensed in the state of Maryland.