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?

$
 
   
   
Diversified Financial Consultants, LLC
205 Philadelphia Pike • Wilmington, DE • 19809-3159
Phone: 302-765-3500 • Fax: 302-765-3600
• clientservices@dfc-de.com

Diversified Financial Consultants, LLC is a Registered Investment Advisor in DE and PA. Diversified Financial Consultants, LLC and its investment advisory services are offered independent of John Hancock, Signator Investors, Inc., and its affiliated companies.

208 OLD LANCASTER ROAD - DEVON, PA 19333 - 856-273-0800

We are licensed to sell Insurance Products in the following states:
Delaware, Florida, Illinois, Indiana, Louisiana, Massachusetts, Maryland, North Carolina, New Jersey, New York, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Washington.

We are registered to sell Securities in the following states:
Delaware, Florida, Illinois, Indiana, Louisiana, Massachusetts, Maryland, North Carolina, New Jersey, New York, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Washington.

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

Privacy Policy