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?

$
 
   
   

To view and utilize other useful AXA Advisors tools and calculators, visit:

AXA-Equitable.com

Information provided has been prepared from Emerald Publications' sources and data we believe to be reliable, but AXA Advisors makes make no representation as to its accuracy or completeness. Data and information is provided for informational purposes only, and is not intended for solicitation or trading purposes, or as a substitute for investment tax and/or legal advice. AXA Advisors does not provide legal or tax advice. Please consult your tax and legal advisors regarding your individual situation. Neither AXA Advisors nor any of the data provided by AXA Advisors or its content providers, such as Emerald Publications, shall be liable for any errors or delays in the content, or for the actions taken in reliance therein. By accessing this AXA Advisors Web site, a user agrees to abide by the terms and conditions of the site including not redistributing the information found therein.

Emerald Publications is not an affiliate of AXA Advisors, LLC. Securities products and services are offered through AXA Advisors, LLC (Member FINRA/SIPC) New York, NY. Insurance products are offered through AXA Network, LLC and its subsidiaries.

GE-28479 (11/04)

Gemmer Benefits Group
8720 Castle Creek Pkwy # 231 Indianapolis, IN 46250-4315
Phone: 317-558-3605
www.gemmerbenefits.com

james.brooks@axa-advisors.com adam.gemmer@axa-advisors.com charles.gemmer@axa-advisors.com brent.gramman@axa-advisors.com ronan.marra@axa-advisors.com stephanie.peterson@axa-advisors.com