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?

$
 
   
   
New England Schooner, Inc.
3 Centennial Drive • Peabody, MA • 01960
Phone: (978)977-4757 • Fax: (978)977-4764
Toll Free: 800-448-4757
• rjacques@neschooner.com
3 Centennial Drive, Peabody, MA 01960 | Phone (978) 977-4757 | Fax (978) 977-4764 | Toll Free: 800-448-4757

SECURITIES OFFERED THROUGH ROYAL ALLIANCE ASSOCIATES, INC. MEMBER FINRA/SIPC
ADVISORY SERVICES OFFERED THROUGH NEW ENGLAND SCHOONER, INC., A REGISTERED INVESTMENT ADVISOR

Presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch. Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.