Finance

Retirement Calculator

Project your retirement savings, estimate monthly retirement income, and discover when you can retire. All calculations adjust for inflation.

Quick Answer

The 4% rule suggests you can safely withdraw 4% of your retirement savings per year, meaning you need 25× your annual expenses saved. To retire on $60,000/year, you need approximately $1.5 million. Starting at age 30 with $0, you would need to save roughly $1,100/month at a 7% annual return to reach $1.5 million by age 65.

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Your Retirement Projection

On TrackYou are near the 25x annual expenses benchmark. Keep saving!
At Retirement
$641,350
Monthly Income
$2,138/mo
Money Lasts
60+ years
Total Interest
$381,350

Savings Growth Over Time

Total BalanceContributions
$641K$481K$321K$160K$0
Age 31Age 48Age 65
$100K at age 36$500K at age 60

Smart Insights

1

At your current rate, you will have $641,350 at age 65.

2

To retire at 55 with the same monthly income, increase your contributions to $1,005/month.

3

The 4% rule suggests you can safely withdraw $2,138/month in retirement (inflation-adjusted).

Year-by-Year Breakdown

AgeStart BalanceContributionsInterestEnd Balance
31$50,000$6,000+$2,104$58,104
32$58,104$6,000+$2,425$66,529
33$66,529$6,000+$2,758$75,287
34$75,287$6,000+$3,104$84,391
35$84,391$6,000+$3,464$93,855
36$93,855$6,000+$3,838$103,693
37$103,693$6,000+$4,227$113,920
38$113,920$6,000+$4,631$124,552
39$124,552$6,000+$5,052$135,604
40$135,604$6,000+$5,489$147,092
41$147,092$6,000+$5,943$159,035
42$159,035$6,000+$6,415$171,450
43$171,450$6,000+$6,906$184,356
44$184,356$6,000+$7,416$197,772
45$197,772$6,000+$7,946$211,718
46$211,718$6,000+$8,498$226,216
47$226,216$6,000+$9,071$241,287
48$241,287$6,000+$9,667$256,953
49$256,953$6,000+$10,286$273,240
50$273,240$6,000+$10,930$290,169
51$290,169$6,000+$11,599$307,769
52$307,769$6,000+$12,295$326,064
53$326,064$6,000+$13,018$345,082
54$345,082$6,000+$13,770$364,852
55$364,852$6,000+$14,552$385,404
56$385,404$6,000+$15,364$406,768
57$406,768$6,000+$16,209$428,976
58$428,976$6,000+$17,087$452,063
59$452,063$6,000+$17,999$476,063
60$476,063$6,000+$18,948$501,011
61$501,011$6,000+$19,935$526,945
62$526,945$6,000+$20,960$553,905
63$553,905$6,000+$22,026$581,931
64$581,931$6,000+$23,134$611,065
65$611,065$6,000+$24,285$641,350
Total$260,000+$381,350$641,350
Disclaimer: This calculator provides estimates for educational purposes only. Actual retirement outcomes depend on market performance, taxes, healthcare costs, Social Security benefits, and personal spending. The 4% rule is a guideline, not a guarantee. Consult a qualified financial advisor for personalized retirement planning.
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About This Tool

The Retirement Calculator helps you project how much you will have saved by retirement age and whether your nest egg can sustain your desired lifestyle. All projections are adjusted for inflation, giving you results in today's dollars.

How the 4% Rule Works

The 4% rule is based on the Trinity Study, which found that withdrawing 4% of your portfolio in the first year of retirement (and adjusting for inflation each year after) has historically sustained a balanced portfolio for at least 30 years. For example, a $1,000,000 portfolio would provide $40,000 per year, or about $3,333 per month.

The 25x Rule for Retirement Savings

A quick way to estimate your retirement target: multiply your desired annual spending by 25. This is the inverse of the 4% rule. If you want $60,000 per year in retirement, you need approximately $1,500,000 saved. This calculator uses this benchmark to assess whether you are on track, may fall short, or are well-funded.

Why Inflation Adjustment Matters

A dollar today buys more than a dollar 30 years from now. This calculator uses the real rate of return (nominal return minus inflation) so that all projected values are in today's purchasing power. A 7% nominal return with 3% inflation gives a 4% real return. This means your projected retirement balance represents actual purchasing power, not inflated future dollars.

Social Security Considerations

If you include a Social Security estimate, it is added to your monthly retirement income from portfolio withdrawals. The average Social Security retirement benefit in 2026 is approximately $1,900 per month. You can find your personalized estimate at ssa.gov by creating a my Social Security account.

For a step-by-step approach to setting your retirement savings target, read our complete guide: How Much Do I Need to Retire?

Frequently Asked Questions

How much do I need to retire?
A common guideline is the 25x rule: save 25 times your expected annual expenses. If you plan to spend $50,000 per year in retirement, aim for $1,250,000 in savings. This is based on the 4% safe withdrawal rate, which historically sustains a portfolio for 30+ years. Your actual number depends on healthcare costs, lifestyle, Social Security, and whether you have other income sources like pensions.
What is the 4% rule and is it still valid?
The 4% rule comes from a 1998 study (the Trinity Study) that analyzed historical market returns. It found that withdrawing 4% of your initial portfolio balance (adjusted annually for inflation) from a 50/50 stock/bond portfolio had a 95% success rate over 30 years. While some financial planners now suggest 3.5% for added safety given lower expected returns, the 4% rule remains a widely-used starting point for retirement planning.
How does inflation affect my retirement savings?
Inflation erodes purchasing power over time. At 3% annual inflation, $1 today is worth only about $0.41 in 30 years. This calculator adjusts for inflation automatically, showing results in today's dollars. A 7% nominal return with 3% inflation gives roughly a 4% real return. Always plan in real (inflation-adjusted) terms to avoid overestimating your retirement readiness.
When should I start saving for retirement?
As early as possible. Thanks to compound interest, starting at 25 instead of 35 can nearly double your retirement savings, even with the same monthly contribution. For example, saving $500/month at a 7% real return from age 25 yields about $1.2 million by age 65, while starting at 35 yields only about $567,000. Every year you delay costs you significantly in lost compounding.
Should I include Social Security in my retirement plan?
Including Social Security provides a more complete picture, but it is wise to be conservative. The Social Security trust fund faces solvency challenges, and benefits may be reduced for future retirees. A prudent approach: plan as if you will receive 75-80% of your projected benefit, and treat any additional amount as a bonus. The average benefit in 2026 is approximately $1,900/month, but higher earners may receive up to $4,018/month.

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