Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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.

It’s important that you accumulate a large enough portfolio to meet your retirement income expectations. Based on the assumptions you entered, the results below show how long your portfolio would potentially last based on the rate of return and monthly income need you entered.

Your Results
Description	Amount
The expected value of your investment portfolio at retirement:	$0
The annual rate of return you expect to earn on this portfolio:	0%
The annual rate of inflation you expect during retirement:	0%
The money you will need each month:	$0
Your portfolio should last:	0 years

Will your portfolio last as long as you hoped? If this estimate does not meet your expectations, you may want to consider increasing your retirement savings, or consider whether you may be able to position a portion of your portfolio for potentially greater gains. But remember, with increased return potential comes increased investment risk.