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    Retirement Projection Calculator

    5 min read

    Calculate how long your retirement savings will last based on your withdrawal strategy. Get a clear picture of whether you're on track for a comfortable retirement.

    Personal Information

    Current Total Savings

    Include all retirement accounts (401k, IRA, HSA, taxable brokerage, etc.)

    Annual Contributions (During Working Years)

    Total amount you contribute annually across all retirement accounts

    Contributions increase by this percentage each year (e.g., 3% = salary growth)

    Assumptions

    Real rates take inflation into account. Historically, the global equity market has had a real rate of return of 5%.

    Fixed annual spending amount in today's dollars (optional - leave blank to use safe withdrawal rate)

    Trinity Study: 4% withdrawal rate had 95% success over 30 years (50% stocks/50% bonds). Higher rates reduce success probability.

    Social Security

    Average benefit in 2025: ~$24,000/year

    Can start as early as 62, full benefits at 67

    About This Calculator

    This simplified retirement calculator provides a straightforward projection of your retirement savings:

    • Real Returns: Uses inflation-adjusted returns to show purchasing power
    • Safe Withdrawal Rate: Optional 4% rule or custom percentage for sustainable withdrawals
    • Simplified Approach: Aggregates all accounts for easier planning
    • Social Security: Can include estimated benefits starting at your chosen age

    Important Assumptions

    • Returns are constant (real markets fluctuate)
    • All values shown in today's dollars (real terms)
    • Contributions stop at retirement age
    • Social Security benefits start at your specified age
    • Does not account for taxes, RMDs, or different account types
    • State and local considerations not included

    This calculator provides estimates. Consult with a financial advisor for personalized retirement planning.

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