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?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Jerry Pawlowicz, MBA, John Hancock Financial Network-Vantage Point Financial Group
120 West Drive North Suite 3 Marshall, MI 49068
Phone:

269-288-2606 Direct / Cell

269-781-7199 Office

Fax: 269-781-7299
www.jerrypawlowicz.com jpawlowicz@jhnetwork.com

3333 EVERGREEN N.E. - Grand Rapids, MI 49525 - 616-534-9623

We are licensed to sell Insurance Products in the following states:
Illinois, Michigan, North Carolina, Pennsylvania, Texas.

We are registered to sell Securities in the following states:
Florida, Michigan, North Carolina, Pennsylvania.

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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