Retirement Planning

Estimate how long your savings will last and whether you are on track for retirement.

Current Retirement Balance
$204.7K
Accounts + additional savings
Projected at Retirement
$2.6M
At age 65 (27 yrs)
Safe Withdrawal / Mo
$8.8K
At 4% withdrawal rate
Funds Last Until
Age 95
✓ Surplus: $6.0M
Retirement Settings
Linked retirement accounts: $19.7K (+$1,350.00/mo)
The “4% rule” is a common benchmark
Retirement Income Analysis
Monthly Expenses in Retirement$6,500.00
Social Security− $2,200.00
Pension− $0.00
Net Monthly Need from Portfolio$4,300.00
✓ On Track for Retirement
Your projected portfolio supports $8,799.12/mo, exceeding your need of $4,300.00/mo.
Retirement Number
Target Balance Needed$1.3M
Projected Balance$2.6M
100% of retirement number funded
Linked Retirement Contributions
AccountTypeBalanceMonthly
401(k) – Fidelity401K$9.0K+$850.00
Roth IRA – SchwabROTH IRA$10.7K+$500.00
Portfolio Balance Through Retirement — Age 65 to 95
Show year-by-year breakdown
YearAgePortfolio BalanceStatus
205365$2.7MFunded
205466$2.8MFunded
205567$2.9MFunded
205668$3.0MFunded
205769$3.1MFunded
205870$3.2MFunded
205971$3.3MFunded
206072$3.4MFunded
206173$3.5MFunded
206274$3.6MFunded
206375$3.7MFunded
206476$3.8MFunded
206577$3.9MFunded
206678$4.1MFunded
206779$4.2MFunded
206880$4.3MFunded
206981$4.5MFunded
207082$4.6MFunded
207183$4.8MFunded
207284$4.9MFunded
207385$5.1MFunded
207486$5.2MFunded
207587$5.4MFunded
207688$5.6MFunded
207789$5.8MFunded
207890$6.0MLife Exp.
207991$6.2MFunded
208092$6.4MFunded
208193$6.6MFunded
208294$6.8MFunded
208395$7.1MFunded