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?

$
 
   
   
Edward R. Schultz, Jr., CLU, ChFC, CLTC
138 River Road, Suite 310 Andover, MA 01810
Phone: (978) 689-6965 Fax: (978) 418-9198
eschultz@jhnetwork.com

Boston Partners Financial Group, LLC is independent of John Hancock Life Insurance Company and Signator Investors, Inc.

138 RIVER ROAD - ANDOVER, MA 01810 - 978-689-9303

We are licensed to sell Insurance Products in the following states:
Massachusetts, New Hampshire.

We are registered to sell Securities in the following states:
Florida, Massachusetts, Maine, North Carolina, New Hampshire, New York.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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