How Much Money Do I Need to Retire?

There is no single retirement savings number that works for everyone. Your target depends on factors such as spending needs, current savings, contributions, investment returns, retirement age, and how long your savings may need to last.

What affects your retirement target?

Your desired retirement lifestyle is one of the biggest factors. Housing, healthcare, travel, food, transportation, taxes, and other expenses can all affect how much money you may need.

Your current savings, monthly contributions, expected investment return, and years until retirement also affect the projected value of your retirement portfolio.

Why starting earlier can matter

Starting to save earlier gives contributions more time to potentially grow and compound.

This does not guarantee investment results, but a longer investment period can give compound growth more time to affect the balance.

Use an estimate rather than a single number

Retirement planning involves assumptions about future returns, inflation, expenses, taxes, and longevity. A calculator can help you explore scenarios rather than provide a guaranteed retirement outcome.

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Use our retirement calculator to estimate how your savings and monthly contributions could grow by your target retirement age.

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This content is provided for informational and educational purposes only. It is not financial, tax, legal, or investment advice.