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?

$
 
   
   
Stifel Nicolaus

2100 S Utica Avenue, Suite 100

Tulsa, OK 74114
Phone:

(918) 877-3361

Fax:

(918) 743-3185

kingg@stifel.com

"Investing involves risk, including the possible loss of principal invested."

Stifel, Nicolaus & Company, Incorporated

Member SIPC & NYSE