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Retirement calculator

Your target income restated in the money of the year you retire — because quoting it in today's prices understates what you need.

Where you are now

Everything earmarked for retirement.

Including any employer match.

Assumptions

The withdrawal rate moves the answer more than anything else here. Change it and watch.

8.00%

Nominal, before inflation.

2.50%

Used to restate your target income.

In today's money. We inflate it for you.

4.00%

The share of the portfolio you draw each year.

Balance to retirement

Where growth overtakes contributions is the point compounding starts doing the work.

Projection to age 65

Balance at retirement

$3.08M

over 31 years

Progress toward target nest egg72%
Target nest egg$4.30M
Surplus or shortfall$1.22M
Sustainable income$123.15K / yr
Target income, inflated$172.00K / yr

This projection assumes a constant return every year. Real markets deliver the same average through a very different sequence, and poor returns early in retirement do more damage than the average suggests. Treat the output as a target, not a forecast.

Retirement calculator: how much you need and whether you're on track · Everything Money