🧮 RETIREMENT PLANNING SUITE

Retirement Calculator

A 4-in-1 toolkit: project your retirement savings, calculate sustainable withdrawal income, find how long your funds will last, and set a savings goal. Includes inflation adjustment and year-by-year schedules throughout.

4% Rule

Safe Withdrawal Rate

80% Rule

Income Replacement

10-15%

Save % of Income

25×

Target Nest Egg

Retirement Savings Calculator

How much will you have at retirement?

Future Value at Retirement

$1,096,336

After 35 years · Retirement age 65

$235,000

Total Contributed

$861,336

Investment Growth

$461,964

Inflation-Adj. Value

On Track Toward 25× Goal73%

📈 Savings Growth Over Time

$0k$300k$600k$900k$1200k$1500k313539434751555963
Total Balance Contributions Only

📅 Year-by-Year Schedule

Year/AgeStart BalanceContributionsGrowthEnd Balance
31$25,000$6,000$1,750$32,750
32$32,750$6,000$2,293$41,043
33$41,043$6,000$2,873$49,915
34$49,915$6,000$3,494$59,410
35$59,410$6,000$4,159$69,568
36$69,568$6,000$4,870$80,438
37$80,438$6,000$5,631$92,069
38$92,069$6,000$6,445$104,513
39$104,513$6,000$7,316$117,829
40$117,829$6,000$8,248$132,077
41$132,077$6,000$9,245$147,323
42$147,323$6,000$10,313$163,635
43$163,635$6,000$11,454$181,090
44$181,090$6,000$12,676$199,766
45$199,766$6,000$13,984$219,750
46$219,750$6,000$15,382$241,132
47$241,132$6,000$16,879$264,012
48$264,012$6,000$18,481$288,493
49$288,493$6,000$20,194$314,687
50$314,687$6,000$22,028$342,715
51$342,715$6,000$23,990$372,705
52$372,705$6,000$26,089$404,794
53$404,794$6,000$28,336$439,130
54$439,130$6,000$30,739$475,869
55$475,869$6,000$33,311$515,180
56$515,180$6,000$36,063$557,243
57$557,243$6,000$39,007$602,250
58$602,250$6,000$42,157$650,407
59$650,407$6,000$45,528$701,936
60$701,936$6,000$49,135$757,071
61$757,071$6,000$52,995$816,066
62$816,066$6,000$57,125$879,191
63$879,191$6,000$61,543$946,734
64$946,734$6,000$66,271$1,019,005
65$1,019,005$6,000$71,330$1,096,336

How to Plan for Retirement

Our retirement calculator suite helps you plan every angle of retirement — from how much you’ll save to how long your money will last. The four tools above cover the full retirement planning picture: accumulation, income, longevity, and goal-setting. For complementary planning, also see our compound interest calculator, salary calculator, and income tax calculator.

📐 Key Retirement Rules of Thumb

  • 4% Rule: withdraw 4% of nest egg per year — historically sustainable for 30 years
  • 80% Rule: need roughly 80% of pre-retirement income to maintain lifestyle
  • 25× Rule: save 25× your desired annual income (e.g. $50K/yr → $1.25M)
  • Save 10-15% of gross income throughout working years
  • Start early — time is the single biggest lever you control

🏦 Retirement Account Types

  • 401(k): employer-sponsored, pre-tax, 2026 limit roughly $23,500 (+$7,500 catch-up 50+)
  • Traditional IRA: pre-tax contributions, taxed on withdrawal
  • Roth IRA: post-tax now, tax-free withdrawals — great for young savers
  • 403(b): like a 401(k) for non-profits and schools
  • SEP-IRA / Solo 401(k): self-employed options with higher limits

🧩 The 4 Calculators Explained

  • Calculator 1 — Savings: how much will you have at retirement?
  • Calculator 2 — Income: how much can you withdraw annually from a nest egg?
  • Calculator 3 — Withdrawal Years: how long will your savings last at a given rate?
  • Calculator 4 — Goal: how much do you need to save monthly to hit your income target?

📉 Inflation’s Impact on Retirement

$1,000,000 today at 2.5% inflation over 25 years is worth roughly $539,000 in real purchasing power.

  • Always plan in real (inflation-adjusted) dollars, not nominal
  • Healthcare inflation often runs 2-3% faster than general CPI
  • A 3% inflation rate roughly doubles prices every 24 years
  • TIPS, I-Bonds, and dividend stocks can help hedge against inflation
  • Social Security is adjusted for CPI annually via COLA

— FAQ

Frequently Asked Questions