Retirement Calculator
Current Savings - Investment Approach
Fixed Returns
Large Cap Mutual Funds
Midcap Mutual Funds
Smallcap Mutual Funds
Calculated Sums
15.00%
20.00%
100.00%
Retirement Savings - Investment Approach
Fixed Returns
Large Cap Mutual Funds
Midcap Mutual Funds
Smallcap Mutual Funds
Calculated Sums
15.00%
20.00%
100.00%
| Age | Starting Saving | Planned Expenses | Additional Expenses | Additional Savings | Ending Savings | Status | Retirement Year | Warning |
|---|---|---|---|---|---|---|---|---|
| 25 | $0.00 | $0.00 | $0.00 | $120,000.00 | $120,000.00 | Earning | 0 | |
| 26 | $120,000.00 | $0.00 | $0.00 | $128,400.00 | $266,400.00 | Earning | 0 | |
| 27 | $266,400.00 | $0.00 | $0.00 | $137,388.00 | $443,748.00 | Earning | 0 | |
| 28 | $443,748.00 | $0.00 | $0.00 | $147,005.16 | $657,315.36 | Earning | 0 | |
| 29 | $657,315.36 | $0.00 | $0.00 | $157,295.52 | $913,208.19 | Earning | 0 | |
| 30 | $913,208.19 | $0.00 | $0.00 | $168,306.21 | $1,218,495.62 | Earning | 0 | |
| 31 | $1,218,495.62 | $0.00 | $0.00 | $180,087.64 | $1,581,357.61 | Earning | 0 | |
| 32 | $1,581,357.61 | $0.00 | $0.00 | $192,693.78 | $2,011,255.02 | Earning | 0 | |
| 33 | $2,011,255.02 | $0.00 | $0.00 | $206,182.34 | $2,519,125.62 | Earning | 0 | |
| 34 | $2,519,125.62 | $0.00 | $0.00 | $220,615.11 | $3,117,609.57 | Earning | 0 | |
| 35 | $3,117,609.57 | $0.00 | $0.00 | $236,058.16 | $3,821,309.17 | Earning | 0 | |
| 36 | $3,821,309.17 | $0.00 | $0.00 | $252,582.23 | $4,647,087.77 | Earning | 0 | |
| 37 | $4,647,087.77 | $0.00 | $0.00 | $270,262.99 | $5,614,413.93 | Earning | 0 | |
| 38 | $5,614,413.93 | $0.00 | $0.00 | $289,181.40 | $6,745,757.42 | Earning | 0 | |
| 39 | $6,745,757.42 | $0.00 | $0.00 | $309,424.10 | $8,067,045.13 | Earning | 0 | |
| 40 | $8,067,045.13 | $0.00 | $0.00 | $331,083.78 | $9,608,185.69 | Earning | 0 | |
| 41 | $9,608,185.69 | $0.00 | $0.00 | $354,259.65 | $11,403,673.19 | Earning | 0 | |
| 42 | $11,403,673.19 | $0.00 | $0.00 | $379,057.83 | $13,493,281.99 | Earning | 0 | |
| 43 | $13,493,281.99 | $0.00 | $0.00 | $405,591.87 | $15,922,866.17 | Earning | 0 | |
| 44 | $15,922,866.17 | $0.00 | $0.00 | $433,983.30 | $18,745,279.40 | Earning | 0 | |
| 45 | $18,745,279.40 | $0.00 | $0.00 | $464,362.14 | $22,021,433.44 | Earning | 0 | |
| 46 | $22,021,433.44 | $0.00 | $0.00 | $496,867.48 | $25,821,515.94 | Earning | 0 | |
| 47 | $25,821,515.94 | $0.00 | $0.00 | $531,648.21 | $30,226,391.54 | Earning | 0 | |
| 48 | $30,226,391.54 | $0.00 | $0.00 | $568,863.58 | $35,329,213.86 | Earning | 0 | |
| 49 | $35,329,213.86 | $0.00 | $0.00 | $608,684.03 | $41,237,279.97 | Earning | 0 | |
| 50 | $41,237,279.97 | $0.00 | $0.00 | $651,291.92 | $48,074,163.88 | Earning | 0 | |
| 51 | $48,074,163.88 | $0.00 | $0.00 | $696,882.35 | $55,982,170.81 | Earning | 0 | |
| 52 | $55,982,170.81 | $0.00 | $0.00 | $745,664.12 | $65,125,160.55 | Earning | 0 | |
| 53 | $65,125,160.55 | $0.00 | $0.00 | $797,860.60 | $75,691,795.24 | Earning | 0 | |
| 54 | $75,691,795.24 | $0.00 | $0.00 | $853,710.85 | $87,899,275.37 | Earning | 0 | |
| 55 | $87,899,275.37 | $7,307,764.84 | $0.00 | $0.00 | $93,776,401.84 | Retired | 55 | |
| 56 | $93,776,401.84 | $7,819,308.38 | $0.00 | $0.00 | $100,023,553.73 | Retired | 56 | |
| 57 | $100,023,553.73 | $8,366,659.97 | $0.00 | $0.00 | $106,660,426.82 | Retired | 57 | |
| 58 | $106,660,426.82 | $8,952,326.16 | $0.00 | $0.00 | $113,707,164.68 | Retired | 58 | |
| 59 | $113,707,164.68 | $9,578,989.00 | $0.00 | $0.00 | $121,184,250.39 | Retired | 59 | |
| 60 | $121,184,250.39 | $10,249,518.23 | $0.00 | $0.00 | $129,112,369.73 | Retired | 60 | |
| 61 | $129,112,369.73 | $10,966,984.50 | $0.00 | $0.00 | $137,512,240.68 | Retired | 61 | |
| 62 | $137,512,240.68 | $11,734,673.42 | $0.00 | $0.00 | $146,404,403.37 | Retired | 62 | |
| 63 | $146,404,403.37 | $12,556,100.56 | $0.00 | $0.00 | $155,808,963.32 | Retired | 63 | |
| 64 | $155,808,963.32 | $13,435,027.59 | $0.00 | $0.00 | $165,745,280.22 | Retired | 64 | |
| 65 | $165,745,280.22 | $14,375,479.53 | $0.00 | $0.00 | $176,231,592.73 | Retired | 65 | |
| 66 | $176,231,592.73 | $15,381,763.09 | $0.00 | $0.00 | $187,284,568.55 | Retired | 66 | |
| 67 | $187,284,568.55 | $16,458,486.51 | $0.00 | $0.00 | $198,918,767.32 | Retired | 67 | |
| 68 | $198,918,767.32 | $17,610,580.56 | $0.00 | $0.00 | $211,146,001.86 | Retired | 68 | |
| 69 | $211,146,001.86 | $18,843,321.20 | $0.00 | $0.00 | $223,974,580.93 | Retired | 69 | |
| 70 | $223,974,580.93 | $20,162,353.69 | $0.00 | $0.00 | $237,408,414.38 | Retired | 70 | |
| 71 | $237,408,414.38 | $21,573,718.45 | $0.00 | $0.00 | $251,445,958.09 | Retired | 71 | |
| 72 | $251,445,958.09 | $23,083,878.74 | $0.00 | $0.00 | $266,078,973.07 | Retired | 72 | |
| 73 | $266,078,973.07 | $24,699,750.25 | $0.00 | $0.00 | $281,291,068.78 | Retired | 73 | |
| 74 | $281,291,068.78 | $26,428,732.77 | $0.00 | $0.00 | $297,055,996.33 | Retired | 74 | |
| 75 | $297,055,996.33 | $28,278,744.06 | $0.00 | $0.00 | $313,335,651.72 | Retired | 75 | |
| 76 | $313,335,651.72 | $30,258,256.14 | $0.00 | $0.00 | $330,077,743.33 | Retired | 76 | |
| 77 | $330,077,743.33 | $32,376,334.07 | $0.00 | $0.00 | $347,213,070.75 | Retired | 77 | |
| 78 | $347,213,070.75 | $34,642,677.46 | $0.00 | $0.00 | $364,652,353.91 | Retired | 78 | |
| 79 | $364,652,353.91 | $37,067,664.88 | $0.00 | $0.00 | $382,282,542.11 | Retired | 79 | |
| 80 | $382,282,542.11 | $39,662,401.42 | $0.00 | $0.00 | $399,962,522.00 | Retired | 80 | |
| 81 | $399,962,522.00 | $42,438,769.52 | $0.00 | $0.00 | $417,518,130.78 | Retired | 81 | |
| 82 | $417,518,130.78 | $45,409,483.39 | $0.00 | $0.00 | $434,736,367.01 | Retired | 82 | |
| 83 | $434,736,367.01 | $48,588,147.23 | $0.00 | $0.00 | $451,358,674.83 | Retired | 83 | |
| 84 | $451,358,674.83 | $51,989,317.53 | $0.00 | $0.00 | $467,073,158.52 | Retired | 84 | |
| 85 | $467,073,158.52 | $55,628,569.76 | $0.00 | $0.00 | $481,505,562.54 | Retired | 85 |