How it works
We project your savings forward with monthly contributions and compound growth, then estimate safe income using the 4% withdrawal rule.
Formula
Income = Nest egg × 4% ÷ 12
Example
Saving $800/month from 30 to 65 with $25,000 today at 6% grows to about $1.3 million.
Assumptions & limitations
- A constant rate of return or inflation every year.
- Excludes fees and taxes unless entered.
- Contributions are made regularly and on time.
Frequently asked questions
What is the 4% rule?
A guideline suggesting you can withdraw 4% of your savings in the first year of retirement, adjusted for inflation, with low risk of running out over 30 years.