Retirement Savings Calculator

Determine how much you need to save for retirement and estimate your monthly income. Plan your savings strategy with projected growth and withdrawal rates.

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Frequently Asked Questions

What is the 4% withdrawal rule?
The 4% rule suggests you can withdraw 4% of your retirement portfolio in the first year and adjust for inflation each subsequent year with a high probability of not running out of money over a 30-year retirement. A $1,000,000 portfolio would provide $40,000 per year. Some financial planners now recommend 3.5% for added safety given longer lifespans.
How much do I need to save for retirement?
A common guideline is to accumulate 25 times your annual expenses (based on the 4% rule). If you spend $60,000 per year, you would need $1.5 million. Factor in Social Security benefits, pensions, and any other income sources to reduce the amount your portfolio must provide. Healthcare costs in retirement can add $300,000 or more for a couple.
How does inflation affect my retirement plan?
Inflation erodes purchasing power over time. At 3% inflation, $100 today is worth only $55 in 20 years. When planning, use real returns (nominal return minus inflation) for more accurate projections. A 7% nominal return with 3% inflation gives approximately 4% real growth. Ensure your retirement income can increase with inflation.

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