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?

$
 
   
   
Habersham Wealth Management, Inc.
1095 Historic Highway 441 North Clarkesville, GA 30523
Phone: (706) 839-1650 Fax: (706) 839-1651
info@HabershamWealth.com

This web site is not intended to give investment advice and is to be used for informational purposes regarding Habersham Wealth Management, Inc. (HWM) only.



HWM is Registered with the State of Georgia as an Investment Advisor.  Form ADV Part II is available upon request.


Phone:  (706) 839-1650

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