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?

$
 
   
   
Antoine Williams & Associates Financial
2997 Shelburne Road Shelburne, VT 05482
Phone: 802-985-8808 or 866-985-8808 Fax: 802-985-8850
Williams_Antoine@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, 3654 Mountainview Drive, Suite 200, Colchester, VT, 05446, (802)864-0331.  Antoine Williams & Associates Financial Services  and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Antoine Williams is a Registered Representative and Investment Advisor Representative of  Equity Services, Inc. and offers securities in AZ, CA, CO, CT, FL, MA, MD, MT, NC, NH, NJ, NY, OH, RI, TX, & VT..  He is insurance-licensed in CA (insurance license # 0H56016), DC, FL, NY, RI & VT. 


Important Legal Information