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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Sears Group, Inc. : Virginia Beach, VA : Michael H Sears
5724 Princess Anne Rd Virginia Beach, VA 23462
Phone: (888) 253-8658
www.searsgroupinc.com msears@searsgroupinc.com

Consultant, Michael H. Sears, 5724 Princess Anne Road, Suite 101, Virginia Beach, VA 23462 • (757) 456-9124 • Fax: (757) 456-5124
200 City Hall Avenue, Suite B, Poquoson, VA 23662 • (757) 868-7786 • Fax: (757) 868-8980
Securities offered through Questar Capital Corporation (QCC) Member FINRA/SIPC (888) 446-5872; 5701 Golden Hills Drive Minneapolis, MN 55416-1297
Advisory Services offered through Questar Asset Management (QAM), a Registered Investment Advisor. Sears Group, Inc. is independent of QCC and QAM.