Retirement Savings Calculator

Years to retire-
Total contributed-
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Growth from returns-
Income per year-
Income per month-

How it works

The balance grows month by month: each month it earns the annual return ÷ 12 and then your contribution is added. If you set a yearly contribution increase, the monthly amount rises by that percentage each year. At retirement, the yearly income is the balance times the withdrawal rate; 4% is the widely quoted starting point from the "4% rule". The figures are in today's numbers only if you enter a real (after-inflation) return, for example 4 to 5% instead of 6 to 7%.

Example: starting with $50,000 at age 35 and adding $800 a month at a 6% return until age 65 grows to roughly $1.1 million. A 4% withdrawal would then support about $44,000 a year, or $3,700 a month.

FAQ

What return should I assume?

Long-run stock-heavy portfolios have historically returned roughly 6 to 7% after inflation, but returns are never guaranteed. Try lower values such as 4% to see a cautious case.

Is the 4% rule safe?

It is a rule of thumb based on historical 30-year retirements, not a guarantee. A longer retirement or poor early returns may call for a lower rate.

Does this include taxes, Social Security or pensions?

No. It only models your own savings. Taxes on withdrawals and other income will change what you actually receive.

See also: compound interest calculator · savings goal calculator · loan calculator