skip navigation Menu PRINCIPAL PLANNING, INC. Phillip Q. Shrotman Retirement Portfolio Lifespan How Long Will Your Funds Last? 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. The expected value of your investment portfolio at retirement: 0 250k 500k 750k 1m The annual rate of return you expect to earn on this portfolio (0% to 10%): 0 2 4 6 8 10 Previous Next This hypothetical example is used for illustrative purposes only. Actual results will vary. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2021 Broadridge Investor Communication Solutions, Inc. “Securities offered through BB Graham & Co. a Registered Broker/Dealer, member FINRA/SIPC. Principal Planning Service Inc. is not affiliated with BB Graham & Co.” Site Map Check the background of this financial professional on FINRA's BrokerCheck

skip navigation Menu PRINCIPAL PLANNING, INC. Phillip Q. Shrotman Contact Us PRINCIPAL PLANNING SERVICE, INC. Phillip Q. Shrotman 194 Marina Drive,, #202 Long Beach, CA 90803 Phone: 562/ 598-3700 Fax: 562/598-7333 www.prinplanning.com Contact Form “Securities offered through BB Graham & Co. a Registered Broker/Dealer, member FINRA/SIPC. Principal Planning Service Inc. is not affiliated with BB Graham & Co.” Site Map Check the background of this financial professional on FINRA's BrokerCheck