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?

$
 
   
   
Capital Wealth Management, LLC
628 Hebron Ave
Building 2, Suite 216		 • Glastonbury, CT • 06033
Phone: (860) 659-8200
Toll-free: (877) 498-8880		 • Fax: (860) 659-4600
• info@capitalwm.com

We are licensed to sell Insurance Products in the following states:
Connecticut, Florida, Massachusetts, North Carolina, New York, Ohio, South Carolina, Virginia.

We are registered to sell Securities in the following states:
Connecticut, Florida, Georgia, Massachusetts, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Virginia, Vermont.

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.  Fixed insurance products and services offered by Capital Wealth Management, LLC are separate and unrelated to Commonwealth.