Savings rate and independence

Your savings rate against expected retirement spending, with a 25× target balance.

$
$
$
5.0%

Savings rate

29.0%

Years to independence

29 yr

Saved per month
$1,800
Saved per year
$21,600
Target balance
$1,320,000
Every 1% more saved
$744 a year

Financial independence here means 25× annual spending, the usual shorthand for a 4% withdrawal rate.

How this is calculated

  • · 25× spending is shorthand for a 4% withdrawal rate.
  • · Returns are real, after inflation.

Estimates only — not financial, tax or legal advice.

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