Your inputs
About this calculator
See whether savings can cover annual spending after other income. Use your best estimates for balance, spending, and returns.
How we run the estimate
Change return and inflation below. Other rules define how we test whether your money lasts.
Expected average yearly growth on remaining savings.
5.0%
How much spending and other income rise each year.
3.0%
- How long we project
- Through age 92
- Each year
- The gap between spending and other income comes out of savings, then returns are applied
- Three scenarios shown
- Pessimistic (return 2% lower, inflation 1% higher), most likely (your inputs), optimistic (return 2% higher, inflation 1% lower)
- Taxes
- Not included — amounts are before taxes
- When we say savings ran out
- Balance of $1 or less
Your results
Help
Frequently asked questions
Straight answers to common questions about this calculator.
How much money do I need to retire?
It depends on how much you spend, other income, taxes, health costs, and how long you live. There is no one number for everyone.
Is $500,000 enough?
It can be enough with low spending and other income (Social Security, pension, part-time work). It may not be enough for a costly lifestyle or very early retirement.
What withdrawal rate should I use?
Many people start around 3–4% of savings in year one. Your age, investments, and flexibility matter. Use this tool to test your own numbers.
Should I count my home?
Only if you plan to sell, downsize, or borrow against it. For day-to-day spending, focus on money you can actually spend (savings, income).
Your full retirement picture
Retirement is more than money
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A good retirement plan covers money, health, how you spend your time, people you care about, and what you pass on. That is how Retirelens looks at the full picture.
Finance
Know where you stand and what to do next with your money.
74% of planners reported satisfaction with retirement income vs. 43% of non-planners (Goldman Sachs)
Health
Secure solid coverage, stay ahead with preventive care and healthy habits a staple.
68% of adults ages 50–64 said they were concerned that federal policy changes could affect their health insurance coverage. (University of Michigan)
Purpose
Shape days you look forward to, with steps to get there.
Research shows that a stronger sense of purpose is associated with lower mortality risk among adults over age 50. (American Medical Association)
Connections
Strengthen relationships and build a support circle.
A longitudinal study of adults aged 65+ found that older adults with more diverse social networks had a lower risk of death and better cognitive and physical function than those with less diverse networks. (Chico Health Aging Project)
Legacy
Organize your assets and document so your family isn't left guessing.
Without a proper estate plan, more than half of families experience disputes or have assets end up under court control. (LegalShield)