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?

$
 
   
   
Geisbauer Wealth Management
31225 La Baya Drive, Ste. 215 Westlake Village, CA 91362
Phone: (805) 558-8497 Fax: (818) 991-7708
tim.geisbauer@lpl.com

Tim W. Geisbauer is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

Investments products and services available only to residents of : CA, FL, IL

Fee-based advisory services are available only to residents of : CA, FL, IL

We are licensed to sell insurance products in the following states of: CA