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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Sterling Financial Svcs
1111 Civic Dr., Ste 330 • Walnut Creek, CA • 94596
Phone: 925-932-5511
www.SterlingFS.net

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

 

Sterling Financial Services is a Registered Investment Adviser.  Investment Adviser Representatives of Sterling Financial Services, Inc may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.  Securities licensed associates of Sterling Financial Services are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC.   Sterling Financial Services and NPC are separate and unrelated companies


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