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 Financial Works
Suzonne P. Slaughter
CA Insurance License #0B42686

1801 S Excise Avenue
Suite 116
Ontario, CA 91761
Phone: 866.400.4285 Fax: 909.390.8802
suzonne.slaughter@rgaassoc.com

Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 1801 South Excise Avenue, Suite 116, Ontario, CA  91761, 909-390-0809, Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies.  California Financial Works is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.  

Suzonne Slaughter is licensed and authorized to conduct life insurance business and securities related business in Arizona, California, Idaho, Nevada, Oregon, Texas, Utah and Washington.  This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

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