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?

$
 
   
   
Maloney Associates
875 Centerville Road, Bldg. 1 Warwick, RI 02886
Phone: 401-828-2090 Fax: 401-828-1548
maloney_bill@nlvmail.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,
Broker/Dealer and Registered Investment Adviser, 875 Centerville Road, Building One, Warwick, Rhode Island 02886 (401) 828-2090 Maloney Associates and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.  CPA services and tax advice are offered independently of Equity Services, Inc.

William Maloney is a Registered Representative and Investment Advisor Representaive of Equity Services, Inc. and offers securities in Rhode Island and Massachusetts.  He is also insurance licensed in Rhode Island and Massachusetts. 


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