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?

$
 
   
   
First Financial
1675 Virginia Ave • Harrisonburg , VA • 22802
Phone: 540-564-6111 • Fax: 540-437-0279
• leo.heatwole@pesmail.com darrell.wenger@pesmail.com

Products are made available by Park View Federal Credit Union and First Financial.  Insurance products provided by insurance companies independent of Park View Federal Credit Union.  Leo Heatwole is an Investment advisor representative of Investment Advisors, a registered investment advisor and a division of ProEquities, Inc.  Leo Heatwole and Darrell Wenger offer securities through ProEquities, Inc., a Registered Broker/Dealer and member of FINRA and SIPC.  Park View Federal Credit Union and First Financial are independent from ProEquities, Inc.  Securities and Insurance products offered are not financial institution deposits, have no financial institution guarantee, not FDIC/NCUA insured, and may involve loss of principal.