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?

$
 
   
   
Keyes & Shipps Financial Group
Jeffrey Keyes, CLU, ChFC
Cell: (315) 345-9262
Email: jkeyes@keyesshippsfg.com

Lawrence Shipps, CLU, ChFC
Cell: (315) 415-6691
Email: lshipps@keyesshippsfg.com

Leslie Shipps, CLU, CLTC
Cell: (315) 382-5375
Email: lbshipps@keyesshippsfg.com

Syracuse Office:
6390 Fly Road
East Syracuse, NY 13057

Fax: (315) 463-8219

Directions to our Syracuse Office

Lake Placid Office:
2038 Saranac Avenue
Lake Placid, NY 14946

Fax: (518) 523-8105

Directions to our Lake Placid Office

New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.

Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.

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