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?

$
 
   
   
Anthony Petsis And Associates, Inc.
401 South State Street • Newtown , PA • 18940
Phone:

(215) 968-6638

 • Fax: 215-968-8732
www.apetsis.com • tony@apetsis.com

 

 

Anthony Petsis and Associates, Inc. is a registered investment advisor in the state of Pennsylvania. 
 

 

Securities offered through Transamerica Financial Advisors, Inc. (TFA), a Registered Broker/Dealer, member FINRA & SIPC. 1150 South Olive Street, T-25, Los Angeles, CA 90015. (213) 741-7702. Anthony Petsis is licensed to sell securities in AZ,CA,CO,CT,DE,FL,GA,MA,MD,NC,ND,NH,NJ,NM,PA,SC,VT, & WA . This web site should not be considered a solicitation in any other state. 

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