Retirement Calculator

Plan your financial future with our comprehensive retirement planning calculator. See how much you need to save monthly to achieve your retirement goals.

Retirement Planning Calculator

Understanding Retirement Planning

Retirement planning is one of the most important financial decisions you'll make. Our retirement calculator helps you understand how much you need to save to maintain your desired lifestyle after you stop working.

Key Factors in Retirement Planning

  • Current Age vs. Retirement Age: The longer you save, the less you need monthly
  • Life Expectancy: Plan for longevity
  • Desired Annual Income: Factor in lifestyle + inflation
  • Investment Returns: Historically 7–10% annually
  • Inflation: Assume 2–3% to maintain purchasing power

Strategies

  • Start early (compounding effect)
  • Maximize employer match (401k)
  • Diversify investments
  • Review + adjust regularly
  • Plan for multiple income sources

Common Mistakes

  • Ignoring healthcare costs
  • Underestimating inflation
  • Overly conservative assumptions
  • Forgetting tax impacts
  • No emergency buffer

Frequently Asked Questions

How much do I need to retire?

The amount you need depends on your lifestyle, retirement age, and expected expenses. A common rule of thumb is to aim for 70–80% of your pre-retirement income annually.

What is the difference between a Retirement Calculator and a 401k or Savings Calculator?

A Retirement Calculator estimates your total retirement savings needs and income sources, while a 401k Calculator projects growth of your employer-sponsored plan and a Savings Calculator focuses on compound growth of savings accounts.

Can I retire early with this calculator?

Yes, you can adjust your retirement age in the calculator to see how early retirement impacts your savings needs and monthly contributions.

Does this retirement calculator include Social Security?

Our calculator can estimate retirement savings needs, but you should also consider Social Security benefits and other income sources in your retirement plan.