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Retirement Planner

Plan your financial freedom. Drag sliders to adjust your current age, retirement goals, monthly expenses, inflation, and expected returns to find your target retirement corpus.

Parameters

Yrs
Yrs
Yrs
$
%
%
%

Results Summary

Inflated Monthly Exp.
$384,304
Retirement Corpus
$91,243,526
Monthly Savings Needed
$14,188
Mathematical Formula

This calculator determines the results based on the following standard financial formula for Retirement Corpus & Savings:

Corpus = Expense_ret * 12 * [ (1 - (1 + r_real)^-Years_in_ret) / r_real ]

Variables Glossary

Corpus
Total capital required at retirement to sustain lifetime expense
Expense_ret
Monthly expense at retirement (inflated from expense today)
r_real
Real rate of return in retirement adjusting for post-ret return and inflation
Years_in_ret
Expected years spent in retirement (Life Expectancy - Retirement Age)

Calculates the present value of a growing annuity during retirement, ensuring capital sustains increasing costs due to inflation.

Frequently Asked Questions
Why should I adjust my retirement goal for inflation?

Inflation reduces your purchasing power over time. A monthly expense of $5,000 today will cost significantly more in 30 years. Failing to account for inflation will result in a retirement corpus that is too small to cover your real costs.

What is the 'Real Rate of Return'?

The real rate of return is the actual return on your investment after subtracting the rate of inflation. For example, if your pension funds yield 8% returns but inflation is 6%, your real purchasing power grows at only ~1.88%.

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