Retirement Calculator

Plan your retirement and calculate how much you need to save for a comfortable retirement

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Financial Information

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About Retirement Calculator

The Retirement Calculator helps you plan for your financial future by estimating how much money you need to save for retirement and whether your current savings plan is on track to meet your retirement goals.

How the Retirement Calculator Works

This calculator uses the following factors to determine your retirement savings plan:

Time Horizon

Your current age, planned retirement age, and life expectancy determine how long you have to save and how many years your savings need to last.

Current Savings

The amount you've already saved for retirement serves as the foundation of your retirement fund.

Regular Contributions

Your ongoing monthly savings contributions that will grow over time with compound interest.

Investment Returns

The expected annual return on your investments, which determines how your money grows over time.

Income Needs

The percentage of your current income you'll need during retirement to maintain your desired lifestyle.

Inflation

The expected rate at which the cost of living will increase, affecting the purchasing power of your retirement savings.

Key Retirement Planning Concepts

The Power of Compound Interest

Compound interest is one of the most powerful forces in retirement planning. When your investment returns are reinvested, they generate their own returns over time, creating exponential growth. The earlier you start saving, the more time your money has to compound and grow.

The 4% Rule

A common retirement planning guideline is the 4% rule, which suggests that retirees can withdraw 4% of their retirement savings in the first year of retirement, and then adjust that amount for inflation each subsequent year, with a high probability that their savings will last for at least 30 years.

Income Replacement Ratio

Most financial experts recommend aiming to replace 70-80% of your pre-retirement income during retirement. This accounts for the fact that some expenses typically decrease in retirement (such as commuting costs and retirement savings contributions), while others may increase (such as healthcare expenses).

Tips for Maximizing Your Retirement Savings

  • Start early: The sooner you begin saving for retirement, the more time your money has to grow.
  • Maximize employer contributions: If your employer offers a retirement plan with matching contributions, try to contribute at least enough to get the full match.
  • Increase savings rate over time: As your income grows, consider increasing your retirement contributions.
  • Consider tax-advantaged accounts: Utilize retirement accounts like 401(k)s, IRAs, and Roth IRAs to benefit from tax advantages.
  • Diversify investments: Spread your retirement investments across different asset classes to manage risk.
  • Regularly review and adjust: Revisit your retirement plan periodically to make sure you're on track to meet your goals.

Note:

This calculator provides estimates based on the information you provide and certain assumptions. Actual results may vary based on market performance, changes in your financial situation, tax laws, and other factors. It's recommended to consult with a financial advisor for personalized retirement planning advice.