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No-login planning tool

Find your retirement
freedom number.

Estimate the nest egg you need at retirement, based on age, spending, inflation, expected returns, and contributions.

Freedom number

$0

Estimated nest egg needed on retirement day.

Inputs

Tune the assumptions

35
65
90
6000
75000
900
3
7
4.5

Important

This model ignores taxes, Social Security, pensions, home equity, healthcare spikes, and sequence-of-return risk. Use it as a first-pass planning conversation.

Status

Monthly spend at retirement

$0

Projected savings

$0

Shortfall or surplus

$0

Required monthly contribution

$0

Years funded

0 years

At projected savings, using first-year retirement spending.

Scenario stress test

Conservative

$0

Your inputs

$0

Optimistic

$0

How it works

1. Inflate expenses

Today's monthly spending is grown by inflation to your retirement date.

2. Price withdrawals

The tool estimates the present value of all retirement-year withdrawals.

3. Compare savings

Current savings and contributions are projected forward to retirement.

Next best use

Use the result to ask better questions.

Try lowering expenses, delaying retirement by two years, and increasing contributions. The best plan is usually a small mix of all three, not one heroic lever.