Retirement Savings Calculator | Smart Finance

Retirement Savings Calculator

Estimate how much you need to save for a comfortable retirement, factoring in inflation and Social Security income.

You can check SSA's longevity tables for reference.
Generally, retirees need 70-80% of their working income for similar lifestyle in retirement.
Add all IRAs, 401(k)s, and other retirement accounts.
Historical average for a moderate to aggressive mix is 5-8% annually before inflation.
The US Fed targets 2% inflation; long-term historical average is ~2.5%-3%.
Check your actual estimate at SSA.gov/estimator

Retirement Planning Tips & FAQs

  • Start saving as early as possible. The power of compounding makes even small contributions grow larger over decades.
  • Account for inflation: $1 in 30 years will likely buy less than today due to rising costs.
  • Social Security is meant to supplement, not replace, your savings — check your latest estimate annually at SSA.gov.
  • After adjusting for inflation, a safe withdrawal rate is often considered to be 4% of portfolio per year (known as the 4% Rule), though your personal situation may differ.
  • Review your investment portfolio regularly as your risk tolerance and time horizon change.

Frequently Asked Questions

How much do I need to retire?
A good rule of thumb is to have at least 10-12x your final annual income in retirement savings. Adjust up for inflation and your unique needs.
How should I estimate my retirement income?
Estimate annual expenses, subtract secured income (like Social Security or pensions), and plan to draw down the difference from savings.
What if I plan to work part-time during retirement?
Include the expected net after-tax income from work as part of your retirement income to potentially reduce the required nest egg.
Should I plan for healthcare costs?
Absolutely. Medical costs tend to rise with age and can be significant; consider insurance, HSA accounts, and personal savings for these expenses.

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