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?

$
 
   
   
Mrozek Financial
2210 W. State St. New Castle, PA 16101
Phone: 724-658-6392 Fax: 724-658-6371
rmrozek@mrozekfinancial.com

Robert C. Mrozek is a Registered Representative and Investment Advisor Representative of, and offers securities and advisory services through WRP Investments. Inc. member FINRA and SIPC.  Mrozek FInancial is not affiliated with WRP Investments.  Securities and advisory activities are supervised from 4407 Belmont Ave. Youngstown, OH 44505 and are available to residents of Fl. Oh. & Pa. only.

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