Target Need
Calculate how much money you'll need to retire.
Inputs
Your expected total annual expenses in retirement.
Your expected total annual social security income.
From pensions, etc...
Assumptions
%
%
%
Results
| Annual Expenses | $100,000 |
| Annual Income (after tax) Social Security, Pensions, etc... | $22,500 |
| Additional Income Needed (after tax) From retirement investments | $77,500 |
| Total savings needed 2023 dollars (before inflation adjustment) | $2,583,333 |
| Total savings needed 2055 dollars (after inflation adjustment) | $3,000,000 |
Reverse Projection
Enter your target retirement amount and date, and we'll create a reverse projection backwards from that end goal to help visualize whether you're on-track or not.
The shaded zones indicate the future annual investment return needed (Green: Less than 6%, Yellow: Between 6-8%, Red: More than 8% )