Capital Financial Group

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  • Norfolk Office
    555 E. Main Street, Suite 800
    Norfolk, VA 23510

    Richmond Office
    7231 Forest Avenue, Suite 300
    Richmond, VA 23226

    Wakefield Office
    631 N. County Drive
    Wakefield, VA 23888
  • |

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

According to the Employee Benefit Research Institute (EBRI), only 13% of pre-retirees surveyed felt “very confident� that they'll have enough money to live comfortably during retirement.

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.

According to EBRI, 51% of today's retirees say they need just as much or more income as they did when they were working.

 

It’s important that you accumulate a large enough portfolio to meet your retirement income expectations. Based on the assumptions you entered, the results below show how long your portfolio would potentially last based on the rate of return and monthly income need you entered.

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Your Results
Description Amount
The expected value of your investment portfolio at retirement: $0
The annual rate of return you expect to earn on this portfolio: 0%
The annual rate of inflation you expect during retirement: 0%
The money you will need each month: $0
Your portfolio should last: 0 years

Will your portfolio last as long as you hoped? If this estimate does not meet your expectations, you may want to consider increasing your retirement savings, or consider whether you may be able to position a portion of your portfolio for potentially greater gains. But remember, with increased return potential comes increased investment risk.

Retirement Portfolio Lifespan

This hypothetical illustration does not represent the performance of any particular investment vehicle. Investments seeking higher rates of return also involve a higher degree of investment risk. Rates of return will vary over time, particularly for long-term investments.

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