Retirement Planner

Plan for a comfortable retirement with our comprehensive calculator. See if you're on track and get personalized recommendations.

Retirement Planning Basics

Financial experts recommend saving 10-15% of your income for retirement. The earlier you start, the more compound interest works in your favor.

Your Information

Most retirees need 70-90% of pre-retirement income

Savings & Investments

Historical stock market average is ~10%

Average benefit is ~$1,800/month

Retirement Projection

$1,363,250
Projected savings at 65
Years to retirement35
Required savings$2,532,476
Surplus/Shortfall-$1,169,226
Action Needed

You need to increase your savings. Current shortfall: $1,169,226.

Action Plan

Increase Monthly Savings

Add $705 per month to reach your goal.

New total: $1,205/month

Other Options:

  • • Work 2-3 years longer
  • • Reduce retirement income target
  • • Increase investment returns
  • • Maximize employer 401(k) match

Age 30 Milestone

Progress to next milestone66.7%
Target: $75,000
1x annual salary saved

Retirement Savings Milestones

Age 30
$75,000
1x annual salary saved
Age 35
$150,000
2x annual salary saved
Age 40
$225,000
3x annual salary saved
Age 45
$300,000
4x annual salary saved
Age 50
$450,000
6x annual salary saved
Age 55
$525,000
7x annual salary saved
Age 60
$600,000
8x annual salary saved
Age 65
$750,000
10x annual salary saved

These milestones are based on your current income of $75,000

Retirement Planning Tips

Start Early

Time is your greatest asset. Starting at 25 vs 35 can mean hundreds of thousands more in retirement.

Maximize Employer Match

Always contribute enough to get your full employer 401(k) match. It's free money with immediate 100% return.

Increase Contributions

Increase your contribution rate by 1% each year or whenever you get a raise.

Diversify Investments

Use low-cost index funds and target-date funds for broad market exposure and automatic rebalancing.

Consider Roth Options

Roth 401(k) and IRA contributions provide tax-free growth and withdrawals in retirement.

Plan for Healthcare

Healthcare costs can be significant in retirement. Consider HSAs and long-term care insurance.

Frequently Asked Questions

Important Disclaimer

This retirement planner is for educational and planning purposes only. The calculations are estimates based on the assumptions you provide and should not be considered as personalized financial advice.

Investment Performance: Past performance does not guarantee future results. Market returns can vary significantly, and actual investment returns may be higher or lower than projected. The default 7% return assumption is based on historical market averages but should not be considered guaranteed.

Individual Circumstances: Your actual retirement needs may differ based on health, lifestyle changes, family circumstances, inflation rates, tax law changes, and other factors not captured in this calculator.

Professional Advice: Consider consulting with a qualified financial advisor, certified financial planner (CFP), or tax professional for personalized retirement planning advice that considers your complete financial picture.

Accuracy: While we strive for accuracy, Warren AI makes no warranties about the completeness, reliability, or accuracy of this information. Use this tool as a starting point for your retirement planning, not as a definitive financial plan.

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