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?

$
 
   
   
Gemini Financial Services, Inc.
8373 Piney Orchard Parkway Suite 100 • Odenton, MD • 21113
Phone: 410-672-5500 or call us Toll free
1-866-GEMINI2 (436-4642)		 • Fax: 410-672-7900
• dmagayna@gemini-advisors.com

Securities and Investment Advisory Services offered through H Beck, Inc., Member FINRA/SIPC.

Gemini Financial Services, Inc. and H Beck, Inc are unaffiliated companies.

We are licensed to offer securities and investment advisory services in MD, NY, PA, CO, KS and WV. We are licensed to offer insurance products in MD,  PA, NY, OH and WV. No services, investment or insurance products are offered outside of those states.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™, and Extra small flame logo in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.