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?

$
 
   
   
R. L. Evans Company Inc.
3535 Factoria Blvd SE, Suite 120 • Bellevue, WA • 98006
Phone: 425.455.0501 • Fax: 425.467.5264
• ecma@rlevansco.com

This website is a publication of Evans Capital Management Associates.  Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this web site is directed toward U.S. residents only. Evans Capital Management Associates is registered as an investment adviser with the Securities Exchange Commission. Evans Capital Management Associates only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.