How It Works
We apply proven financial principles to estimate your retirement timeline and income.
Key Assumptions
- Investments grow with monthly compounding
- Assumes steady monthly contributions
- Safe withdrawal rate defaults to 4% annually (adjustable)
- Inflation factored at 2.5% annually (adjustable)
- Retirement goal and expenses increase with inflation
Recommended Ranges
- Expected annual return: 6–8% for a diversified portfolio
- Withdrawal rate: 3.5–4.5% for sustainable income
- Inflation rate: 2–3% based on historical averages
Pro Tip: Keep an emergency fund separate from retirement savings—it protects your plan from unexpected bumps.