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?

$
 
   
   
Bala Financial Group
300 Bridge St Phoenixville, PA 19460
Phone: 610-933-3507 Fax: 610-933-6263
jbrufkewenger@balafinancial.com

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

Bala Financial Group is Independent of John Hancock and Signator Investors Inc.

208 OLD LANCASTER ROAD - DEVON, PA 19333 - 856-273-0800

We are licensed to sell Insurance Products in the following states:
Pennsylvania.

We are registered to sell Securities in the following states:
Maryland, Montana, New Jersey, Pennsylvania.

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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