Tool 02 — Retirement Horizon

Will you have enough?

A simple model that compares your projected nest egg at retirement against the amount needed to sustain your desired annual income. Built on the 4% safe-withdrawal heuristic — useful as a starting point, not a guarantee.

Current Age 38
224670
Retirement Age 65
506580
Current Savings $180,000
$0$1.5M$3M
Monthly Contribution $2,000
$0$7.5K$15K
Expected Return (pre-retirement) 7.0%
2%7%12%
Desired Annual Income $90,000
$30K$250K$500K
At Retirement, You'd Have
$0
$0
Nest Egg Needed
0
Gap or Surplus
$0
Monthly to Close Gap

Uses the 4% safe-withdrawal rule (Bengen, 1994) to estimate the nest egg required. Assumes a constant rate of return and ignores taxes, fees, inflation, and Canada Pension Plan / Old Age Security income. A real retirement plan accounts for all of these.

Build A Real Retirement Plan