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?

$
 
   
   
Elizabeth Merk Investments
65-1231 Opelo Road #3 Kamuela, HI 96743
Phone: 808-885-6279
Toll Free: 800-500-6279
Fax: 808-885-6662
emerk@emerk.com
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Securities and Investment Advisory Services offered through H. Beck Inc., Member FINRA , SIPC.   Elizabeth Merk is a Registered Principal offering securities though H. Beck Inc. for the States of Florida and Hawaii and insurance license in the States of Florida, Hawaii and Texas only. This is not an offer to sell or solicit securities or insurance in any other State of jurisdiction.  Other Elizabeth Merk Companies offer products and services which are not affiliated with H. Beck, Inc.

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