4% Rule Retirement Calculator Guide
This retirement calculator may be used to get a very rough estimate of your retirement readiness.
But it's not a substitute for seeking professional advice.
The results you'll see when you hit "Calculate" are based on the following formula:
1) Inflation is set to 2% per year.
2) The estimated rate of return is set to 6% per year.
3) Your spending in retirement is set to 75% of your current income.
4) Withdrawals in retirement are set to 4% per year.
5) Annual investment is added at the beginning of the year in this calculation and is compounded annually.
A 360 Financial fiduciary advisor can help you with comprehensive financial planning and show you how different retirement levers can effect your outcome.
After you get your results, scroll down to see if you're On Track or Need Adjustment.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes.
4% Rule Retirement Calculator Guide
This retirement calculator may be used to get a very rough estimate of your retirement readiness.
But it's not a substitute for seeking professional advice.
The results you'll see when you hit "Calculate" are based on the following formula:
1) Inflation is set to 2% per year.
2) The estimated rate of return is set to 6% per year.
3) Your spending in retirement is set to 75% of your current income.
4) Withdrawals in retirement are set to 4% per year.
5) Annual investment is added at the beginning of the year in this calculation and is compounded annually.
A 360 Financial fiduciary advisor can help you with comprehensive financial planning and show you how different retirement levers can effect your outcome.
After you get your results, scroll down to see if you're On Track or Need Adjustment.
Find out if you're ready for retirement.
CLICK HERE: To schedule a 15-minute call with an advisor.
