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?

$
 
   
   
Central Penn Advisors
176 Cumberland Parkway • Mechanicsburg, PA • 17055
Phone: (717) 591-1700 • Fax: (717) 591-9589
• dhamilton@centralpennadvisors.com bmusser@centralpennadvisors.com

Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, Member, FINRA and SIPC Central Penn Advisors is independent of ProEquities, Inc. Barry E. Musser is licensed to discuss with and/or offer financial services and/or products to residents of CA, FL, MD, NC, NJ, NY, OH & PA. David Hamilton is licensed to discuss with and/or offer financial services and/or products to residents of FL, NC, & PA.