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?

$
 
   
   
JM EGAN Wealth Advisors, LLC, John M. Egan, CFP

21 Green Village Road
Madison, NJ 07940

2150 Highway 35
Suite 250, Brook 35 Plaza
Sea Girt, NJ 08750
Phone: 800-919-5010 • Fax: 973-377-7080
• info@jmegan.com

Investment Advisory Services offered through J.M. Egan Wealth Advisors, LLC. John M. Egan, CFP®, Investment Advisor Representative. Securities offered through Securities America, Inc. Member FINRA/SIPC.  John M. Egan, CFP®, Registered Representative. Securities America, Inc. and J.M. Egan Wealth Advisors, LLC, are independent non-affiliated entities.

Please remember to contact J. M. Egan Wealth Advisors, LLC if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.   A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request. 

Investment Advisory licensed in:  FL, GA, MA, MS, NH, NV, NJ, NC, NY, PA, TX.
Securities licensed in:  FL, GA, MA, MS, NH, NV, NJ, NC, NY, PA, TX, VA, VT.
Insurance licensed in:  NJ, NY, PA, SC 

Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

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