Retirement Calculator
How much do you need to retire comfortably?
Calculator
Plan Your Retirement
Enter your current situation and goals to see if you are on track.
Frequently Asked Questions
How much do I need to retire?
A common rule of thumb is 25 times your desired annual spending (the 4% rule). If you want $60,000 per year in retirement, you need roughly $1.5 million. This assumes a 4% annual withdrawal rate, which has historically sustained a portfolio for 30+ years.
Does this include Social Security?
This calculator shows what your investments will provide. Social Security benefits would be additional income on top of this. You can reduce your desired monthly income by your expected Social Security benefit to see what your investments alone need to cover.
Retirement Calculator
Calculate how much you need to retire and whether your current savings rate will get you there.