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?

$
 
   
   
Keystone Financial Management
• msteich@jhnetwork.com

Keystone Financial Management is independent of John Hancock, Signator Investors, Inc. and any affiliates.

1624 Hausman Road - Allentown, PA 18104 - 610-530-2112

We are licensed to sell Insurance Products in the following states:
Alabama, Connecticut, DC, Delaware, Georgia, Kentucky, Massachusetts, Michigan, Minnesota, Montana, North Carolina, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Vermont, Wisconsin, West Virginia.

We are registered to sell Securities in the following states:
California, Colorado, Connecticut, DC, Delaware, Florida, Georgia, Hawaii, Illinois, Massachusetts, Maryland, Michigan, Missouri, Montana, North Carolina, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, West Virginia.

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

Privacy Policy