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?

$
 
   
   
David S. Lopez Financial Advisor - Royal Alliance
30110 Crown Valley Parkway Suite 208 • Laguna Niguel, CA • 92677
Phone: 949-542-3316 • Fax: 949-613-7358
• davidlopez@royalaa.com

David S Lopez is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Oregon, Montana, Washington, Nevada, Arizona, Hawaii, Michigan, Colorado and New York.  No offers may be made or accepted from any resident outside the specific states referenced.  David S. Lopez  is also separately registered as an investment advisor representative under WealthCare Alliance, a registered investment advisor, not affiliated with Royal Alliance Associates Inc., offering advisory services in the state of California and Oregon. As such, these services are strictly intended for individuals residing in Calfirornia and Oregon. Advisory services also offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.