MONEY, WITH A PLAN

Retirement calculator.

Compare projected savings with inflation-adjusted retirement spending.

Retirement inputs

years
years
years
%
%
YOUR RESULTS
Savings at retirement, today’s money$400,407.69
Required savings, today’s money$512,072.18
Projected surplus / shortfall-$111,664.49
Drawdown outcomeDepleted around age 86.4
Projected purchasing power
400,407.69
Required corpus
512,072.18

Contributions stay constant in nominal money until retirement. Spending and pension rise with inflation after retirement. One constant return applies before and after retirement; taxes, fees and sequence-of-returns risk are excluded. This is not a safe-withdrawal guarantee.

UNDERSTAND THE RESULT

How this retirement calculator works

The saving phase grows an initial balance and fixed nominal monthly contributions. At retirement, the balance is converted to today’s money. The drawdown phase uses a real return and the gap between spending and an inflation-linked pension through the planning age.

A worked example

At zero return and zero inflation, spending 2,000 monthly after a 1,000 pension needs 240,000 for twenty years. This example ignores taxes and uncertain returns.

Does lasting through the planning age mean the plan is safe?

No. A constant-return model omits market sequencing, longevity beyond the selected age, unexpected spending and tax effects. Use it to examine assumptions, not as a guarantee or personalized retirement advice.

References and further reading

Calculations run on your device. Review your results before exporting or sharing them.