Inheritance Impact Calculator
See how receiving an inheritance affects your long-term investment strategy and retirement planning.
Investment & Inheritance Parameters
Min: 35Current: 35Max: 85
3535 years85
Quick select:
Min: 50Current: 65Max: 80
5065 years80
Quick select:
Min: $10,000Current: $120,000Max: $5,000,000
$10,000$120,000$5,000,000
Quick select:
Min: 0%Current: 5.5%Max: 15%
0%5.5%15%
Quick select:
Min: $10,000Current: $45,000Max: $200,000
$10,000$45,000$200,000
Quick select:
Min: 80Current: 95Max: 95
8095 years95
Quick select:
Inheritance Details
Min: $0Current: $300,000Max: $2,000,000
$0$300,000$2,000,000
Quick select:
Min: 35Current: 55Max: 95
3555 years95
Investment Timeline with Inheritance
Peak Investment Value
$2,355,303
Maximum balance reached
Total Withdrawn
$1,395,000
Lifetime retirement income
Final Inheritance
$2,355,303
Amount left for next generation
Key Insights
Inheritance Impact
Receiving $300,000 at age 55 significantly boosts your investment portfolio. The earlier you receive it, the more time it has to compound and grow.
Growth Multiple
Your initial $120,000 investment grows to a peak of 19.6x its original value, creating substantial wealth for retirement and inheritance.