Retirement calculator

Your Retirement Number

We estimate the nest egg ("your number") needed to fund the income you want using a safe withdrawal rate, then the monthly contribution needed to reach it from where you are today.

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The method

How it works

01 Your number = desired annual income divided by the safe withdrawal rate.
02 We grow your current savings to retirement at the assumed return.
03 If there is a gap, we compute the level monthly contribution that closes it (a sinking-fund payment).

number = income ÷ withdrawalRate; gap = max(0, number − savings·(1+r)^years); monthly = gap · (r/12) ÷ [((1+r/12)^(years·12)) − 1].

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