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?

$
 
   
   
The Provenza Group
100 Painters Mill Road, Suite 204 Owings Mills , MD 21117
Phone: 410-902-0000
Toll Free: 800-521-7070
Fax: 410-902-0558
www.provenzaestateplanning.com
Ted@MyCEP.com



*Theodore Provenza and Richard Mercado offer Securities and Investment Advisory Services through FSC Securities Corporation, Member FINRA/SIPC and a registered investment advisor. The Provenza Group is not affiliated with FSC Securities Corporation or registered as a broker dealer or investment advisor.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion.

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 We are licensed to sell Insurance Products in the following states:
Maryland, Michigan, North Carolina, Pennsylvania, Virginia, West Virginia.

We are registered to sell Securities in the following states:
California, Florida, Maryland, Pennsylvania, Virginia, West Virginia.

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