Retirement Planner

Plan your retirement savings and see if you're on track

Last updated: January 2025

About This Tool

Planning for retirement is one of the most important financial decisions you will make. This calculator helps you determine how much you need to save and whether you are on track to achieve your retirement goals.

What is Retirement Planner?

A retirement planner calculates how much money you need to accumulate by retirement age to maintain your desired lifestyle. It factors in your current savings, expected contributions, investment returns, inflation, and how long your money needs to last in retirement.

How It Works

The calculator projects your savings growth based on contributions and expected returns. It then compares this to your retirement needs, which are calculated based on your desired income, expected expenses, and retirement duration. The gap between projected savings and needed amount shows if you are on track.

Formula

Retirement Corpus = Annual Expenses × 25 (based on 4% withdrawal rule)

30
65
$50,000
$1,000
7%
$60,000

Projected Retirement Savings

$2,345,389.83

at age 65 (35 years from now)

Savings Growth Projection

✅ You're On Track!

Target Needed$1,500,000
Your Projection$2,345,389.83

156% of goal

Breakdown

Total Contributed$470,000
Investment Growth$1,875,389.83
Safe Annual Withdrawal$93,815.59
Inflation Adjusted Value$833,512.61

💡 The 4% Rule

You can safely withdraw 4% of your retirement savings annually. This strategy has historically allowed retirees to maintain their savings for 30+ years.

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When to Use This Calculator

  • 1Starting your career to set early retirement savings targets
  • 2Mid-career checkup to assess if you are on track
  • 3Before major financial decisions that might affect retirement savings
  • 4When planning to retire early (FIRE movement)
  • 5Approaching retirement to plan withdrawal strategies

Pro Tips

  • Start saving for retirement as early as possible - time is your biggest asset
  • Take full advantage of employer matching in retirement accounts
  • Increase contributions with every raise or promotion
  • Plan for healthcare costs, which can be significant in retirement
  • Consider multiple income sources: savings, Social Security, pensions

Common Mistakes to Avoid

  • Starting to save too late and needing to catch up aggressively
  • Underestimating how long retirement will last (plan for 30+ years)
  • Not accounting for inflation when projecting future needs
  • Relying too heavily on Social Security or pensions
  • Being too conservative with investments when young

Frequently Asked Questions

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