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?

$
 
   
   
David Theus - John Hancock Financial Network-Jacksonville Della Porta
3112 St. Johns Bluff Road S. Jacksonville, FL 32246
Phone: 904-645-9936 Ext.120 Fax: 904-645-0980
dtheus@jhnetwork.com

3112 ST. JOHNS BLUFF RD. SO. - JACKSONVILLE, FL 32246 - 904-645-9936

We are licensed to sell Insurance Products in the following states:
Florida.

We are registered to sell Securities in the following states:
Florida.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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