Finance

Retirement Savings Calculator

Project your retirement savings and find out if you are on track to meet your retirement goal.

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Retirement Savings Calculator

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nest egg – years
Projected Nest Egg
Total Contributed
Investment Growth
Years to Retire

Planning for Retirement

Retirement planning involves estimating future expenses, projecting investment growth, and determining how much you need to save. Starting early is the single most effective strategy due to compound growth.

The 4% Rule

The 4% rule suggests withdrawing 4% of your portfolio in the first year of retirement, then adjusting for inflation annually. For example, a $1 million portfolio supports $40,000 per year.

Key Retirement Accounts

  • 401(k) / 403(b): employer-sponsored with tax advantages
  • IRA / Roth IRA: individual accounts with tax benefits
  • Pension: defined-benefit plan from employer