How Much Do I Need To Retire?
Retirement Planning
Results
This scenario may help you understand how much you'll need to save for retirement based on your inputs.
Average
$993,265
80% Rule
Without Social Security:
$1,229,796
With Social Security:
$737,878
10x Salary Rule
Without Social Security:
$1,000,000
With Social Security:
$600,000
25x Expenses
Without Social Security:
$750,000
With Social Security:
$450,000
Retirement Savings Comparison
Have A Question About This Topic?
Related Content
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.