Retirement Calculator

Calculate how much you need to save for retirement, if you're on track, and how your savings will grow. Includes Social Security, 401(k) matching, and inflation adjustment.

👤 Your Information

Average life expectancy: 85-95 years

Example: 50% match up to 6% of salary

📈 Investment Assumptions

Historical average: 7-10% for stocks

🏛️ Social Security

2025 average: $1,800-$2,500 depending on earnings history

📊 Your Retirement Results

Retirement Goal (in today's dollars)
$0
Based on 80% of current income
Projected Savings at Retirement
$0
In future dollars: $0
Progress to Goal 0%
Monthly Retirement Income
$0
Withdrawal Rate
4.0%
Total Contributions
$0
Total Interest
$0

🔍 Open a Retirement Account

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How Retirement Calculations Work

The 80% Rule

Most financial experts recommend planning for 70-80% of your pre-retirement income in retirement. This accounts for:

  • No more payroll taxes (7.65% savings)
  • Lower commuting and work expenses
  • Mortgage may be paid off
  • Lower savings needs

The 4% Rule

The 4% rule suggests you can withdraw 4% of your retirement savings annually with high confidence that your money will last 30 years.

Example: $1,000,000 × 4% = $40,000 per year

Plus Social Security = comfortable retirement

Why Use This Retirement Calculator?

🎯

Know Your Number

See exactly how much you need to save for a comfortable retirement

📈

Track Your Progress

Visualize if you're on track with your current savings rate

🔄

Adjust Assumptions

Test different scenarios - retire earlier, save more, adjust returns

Real-World Retirement Examples

Example 1: The Early Starter (Age 25)

Saves $500/month, 7% return, retires at 65

Result: $1.2 million at retirement

Example 2: The Late Starter (Age 40)

Saves $1,000/month, 7% return, retires at 65

Result: $850,000 at retirement

Example 3: With Employer Match

$60k salary, 50% match up to 6%, saves 10% total

Employer adds $1,800/year - free money!

Frequently Asked Questions

How much do I need to save for retirement?

Most experts recommend saving 10-15% of your income annually. Your target retirement number depends on your desired lifestyle, but a common goal is 70-80% of your pre-retirement income. Use our calculator to find your personalized number.

What is the 4% rule?

The 4% rule suggests you can withdraw 4% of your retirement savings annually with high confidence that your money will last 30 years. For example, with $1 million saved, you could withdraw $40,000 per year, adjusted for inflation each year.

When should I claim Social Security?

Full retirement age is 67 for most people. Claiming at 62 reduces benefits by 30%. Claiming at 70 increases benefits by 24%. The best choice depends on your health, life expectancy, and other retirement income. Use our Social Security Calculator to compare.

Should I use a Roth IRA or Traditional IRA?

Roth IRA: Pay taxes now, tax-free growth and withdrawals. Best if you expect higher taxes in retirement. Traditional IRA: Tax deduction now, pay taxes later. Best if you expect lower taxes in retirement. Use our Roth IRA Calculator to compare.

How does inflation affect retirement savings?

Inflation erodes purchasing power over time. At 3% inflation, $1 today will be worth about $0.55 in 20 years. Our calculator uses real returns (return minus inflation) to show results in today's dollars, so you can plan for future purchasing power.

💡 5 Tips for a Secure Retirement

1

Start Early

The power of compounding means starting at 25 vs 35 can double your savings

2

Maximize Employer Match

Never leave free money on the table - contribute enough to get full match

3

Increase Savings Annually

Boost contributions by 1-2% each year, especially after raises

4

Diversify Investments

Mix of stocks and bonds appropriate for your age and risk tolerance

5

Delay Social Security

Waiting until 70 increases benefits by 24% compared to full retirement age

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