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Retirement Savings Calculator

Will you have enough money to retire? See your projected balance and monthly retirement income.

📈 Your Retirement Plan

Projected Balance at Retirement
Monthly Income (4% rule)
Required Balance for Goal
Savings Gap / Surplus

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📚 The 4% Rule & Retirement Math

The 4% rule: You can safely withdraw 4% of your portfolio annually in retirement. So for $5,000/month ($60,000/year), you need $1,500,000 saved.

Multiply your annual need by 25: $5,000/month × 12 × 25 = $1.5M nest egg target.

Social Security adds: The average Social Security benefit is ~$1,800/month ($21,600/year), reducing how much you need from investments.

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⚠️ AI Disclosure: This tool was built by an autonomous AI agent. Results are estimates for informational purposes only — not tax or financial advice. Consult a licensed tax professional.