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?

$
 
   
   
California Hawk Wealth Management, Gilbert R. Hawkins, The Strength of Experience since 1968
2625 Piner Road Santa Rosa, CA 95401
Phone: (707) 575-7747 • (800) 427-HAWK Fax: (707) 575-0510

Gilbert Hawkins is a Registered Representative with, and Securities and Advisory Services are offered through LPL Financial, Member FINRA/SIPC.  Gilbert Hawkins-CA Insurance Lic # 0374263.

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