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?

$
 
   
   
Cpc Financial
250 Tanglewood Lane • King Of Prussia, PA • 19406
• amorton@royalaa.com

Earl A. Clairmont Jr., John A Paciello, Richard C. Capasso, Andrew T. Gilinsky and Charles Wilensky are a Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of  AZ, CA, CO, CT, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, and WV in which you are securities licensed). No offers may be made or accepted from any resident outside the specific state(s) referenced.


Earl A. Clairmont Jr., John A Paciello, Richard C. Capasso, Andrew T. Gilinsky and Charles Wilensky are also separately registered as an investment adviser representative under CPC Financial Planning Inc entity, a registered investment advisor, offering advisory services in the states of Delaware and Penssylvania in which the RIA is registered. As such, these services are strictly intended for individuals residing in these states.


Earl Clairmont and Richard Capasso also offer advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

Clairmont, Paciello & Co. P.C. and Tanglewood Financial Services Inc are not affiliated with Royal Alliance Associates Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.