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?

$
 
   
   
Schooner Financial Associates
200 Cordwainer Drive Ste 303 • Norwell, MA • 02061
Phone: (781) 421-3110 • Fax: (781) 421-3096

Email:richard.turner@siionline.com
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                                                                                           IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Ø Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Ø Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: CA, CT, FL, HI, IL, MA, ME, NC, NH, NJ, NY, OK, RI, SC, TN

 

Securities offered through SII Investments, Inc® (SII), Member FINRA/SIPC.  SII and Schooner Financial Associates are separate and unrelated companies. SII does not provide tax or legal advice.

 


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