Are you on track to retire?

Plug in your numbers. See your portfolio target and the monthly savings it'll take to get there.

Your Numbers

Current age

Retirement age

Estimated monthly spending in retirement

Today's dollars. We'll inflate this for you.Estimated monthly income in retirement

Social Security, pension, rental income, etc.Current investment balance

Return assumption8.0%

2% conservative9% aggressive

Assumes 2.5% inflation and a 4% safe withdrawal rate.

Portfolio Value Target

$4,515,014

What you'll need invested at age 60 to support your spending using a 4% safe withdrawal rate.

Monthly Savings Needed

$2,047.75

Invest this each month for the next 31 years to hit your target.

Inflation-Adjusted Monthly Need

$15,050

Today's $7,000 net spending grown by inflation over 31 years.

Projected Portfolio Growth

Projected balance Target at age 60

Get your projection as a PDF

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Disclosure: This calculator is for educational purposes only and is not investment, tax, or legal advice. Calculations assume a constant rate of return, 2.5% annual inflation, and a 4% safe withdrawal rate. Actual investment results will vary. Please consult a qualified advisor before making decisions based on these figures.