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?

$
 
   
   
Wealth Development Council
426 South Third Street, Suite 203 • Lemoyne, PA • 17043
Phone: (717) 774-7200 • Fax: (717) 685-3641
• james.good@wealthdevelopmentcouncil.com

As an advisor, James Good conducts securities business through ProEquities, Inc. The information contained on this website may or may not accurately reflect the opinions of ProEquities, Inc. Investment products and/or strategies discussed on this website may involve risk, including possible loss of your principle investment. Please note that the information contained in this website is not intended as an offer to sell any particular product or service.

James Good is licensed in Pennsylvania as an Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. He is licensed in Pennsylvania to work with Life Insurance, Health Insurance, Disability Insurance, Group Insurance, Annuities, Variable Life Insurance, and Variable Annuities.

He is licensed in Pennsylvania, New Jersey, and Georgia to work with Mutual Funds, Stocks, Bonds, and Unit Investment Trusts.

 

James D. Good is an 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.  Wealth Development Council is independent from ProEquities, Inc.