How Much Do I Need To Retire?

Retirement Planning

My Annual Income

$0 $1,000,000

Expected Annual Expenses in Retirement

$0 $1,000,000

Retirement Length (years)

Expected Annual Rate of Return (%)

Social Security Income Replacement (%)

0% 100%

This scenario may help you understand how much you'll need to save for retirement based on your inputs.

Average

$993,265

80% Rule

Without Social Security: $1,229,796

With Social Security: $737,878

10x Salary Rule

Without Social Security: $1,000,000

With Social Security: $600,000

25x Expenses

Without Social Security: $750,000

With Social Security: $450,000

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."