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?

$
 
   
   
Malibu Capital Management, Inc.
28990 Pacific Coast Hwy Bldg C # 217 Malibu, CA 90265
Phone: 310-457-5113 Fax: 310-457-5166
Wayne.Ribnick@Securitiesamerica.com

Securities offered through Securities America, Inc. A registered Broker/dealer, Member FINRA/SIPC, Wayne S. Ribnick, Representative, and advisory services offered through Securities America Advisors, Wayne S. Ribnick, Representative. Malibu Capital Management and the Securities America companies are unaffiliated. CA insurance license 0B75773

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