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Retirement planning
Retirement accounts
Account
Last year's balance
Count toward retirement?
Investment
Checking
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For a retirement of 30 years, many people choose an asset allocation that mixes stock index funds and bonds and use a safe withdrawal rate of 4% (based on the )
Safe withdrawal rate
000
3.5Monthly Pre-Tax Retirement Withdrawal Rate
What’s your desired pre-tax monthly spend in retirement?
2000
Target savings to fund retirement:
with a safe withdrawal rate of
$685,714
3.5%
Progress: %
$0
These are rough calculations that don’t account for taxes or other sources of income like Social Security
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