easyMcalc

Amounts you type are in today's moneyMethod checked 11 September 2026

Retirement calculator

One arithmetic scenario, not a forecast and not financial advice. How these figures are worked out

Pot at retirement $1,109,201.87 Full breakdown

Now and the day you stop
How long the money has to last. It is a planning horizon, not a prediction about you.
The income you want
In today's money. The page carries it forward at the inflation rate below, so you can judge it against what you spend now.
State pension, a workplace pension, rent. Also in today's money.
Assumptions
Two rates, because most people hold less in shares once they stop earning. Both are assumptions, not forecasts.
long-run consumer price inflation, 1 August 2026. Published by U.S. Bureau of Labor Statistics, Consumer Price Index

Your plan, both halves

Pot at retirement $1,109,201.87 at 65

  • Paid in $352,090.69
  • Growth $757,111.18
Income it supports, first year
$4,488.93
The same income in today's money
$2,133.81
Income you want, by then
$7,363.05
Covered by other income
$2,945.24

That leaves $4,417.81 a month for the pot to find.

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Format

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The pot, built and then spent

The pot reaches $1,109,201.87 at age 65, and pays out $1,813,177.32 after that.

  • Built by retirement$1,109,201.87
  • Paid out afterwards$1,813,177.32
  • 1.5M
  • 1M
  • 500k
  • 0
Balance across saving and retirement Age 35: balance $71,102.03Age 36: balance $83,036.82Age 37: balance $95,858.68Age 38: balance $109,625.38Age 39: balance $124,398.29Age 40: balance $140,242.58Age 41: balance $157,227.54Age 42: balance $175,426.81Age 43: balance $194,918.57Age 44: balance $215,785.99Age 45: balance $238,117.37Age 46: balance $262,006.57Age 47: balance $287,553.24Age 48: balance $314,863.34Age 49: balance $344,049.34Age 50: balance $375,230.80Age 51: balance $408,534.68Age 52: balance $444,095.88Age 53: balance $482,057.70Age 54: balance $522,572.34Age 55: balance $565,801.48Age 56: balance $611,916.87Age 57: balance $661,100.92Age 58: balance $713,547.37Age 59: balance $769,462.03Age 60: balance $829,063.49Age 61: balance $892,583.88Age 62: balance $960,269.78Age 63: balance $1,032,383.06Age 64: balance $1,109,201.87Age 65: balance $1,100,215.96Age 66: balance $1,089,504.12Age 67: balance $1,076,961.88Age 68: balance $1,062,479.72Age 69: balance $1,045,942.70Age 70: balance $1,027,230.31Age 71: balance $1,006,216.26Age 72: balance $982,768.17Age 73: balance $956,747.25Age 74: balance $928,008.08Age 75: balance $896,398.36Age 76: balance $861,758.46Age 77: balance $823,921.15Age 78: balance $782,711.27Age 79: balance $737,945.54Age 80: balance $689,432Age 81: balance $636,969.67Age 82: balance $580,348.11Age 83: balance $519,347.10Age 84: balance $453,736.21Age 85: balance $383,274.28Age 86: balance $307,708.99Age 87: balance $226,776.36Age 88: balance $140,200.35Age 89: balance $47,692.16 Retire at 65

Year 1Year 14Year 28Year 41Year 55

The upright line is the day the paying in stops and the paying out starts.

Year by year, through both halves

AgePaid inTaken outGrowthBalance
Age 35$7,200$3,902.03$71,102.03
Age 36$7,344$4,590.79$83,036.82
Age 37$7,490.88$5,330.98$95,858.68
Age 38$7,640.70$6,126$109,625.38
Age 39$7,793.51$6,979.40$124,398.29
Age 40$7,949.38$7,894.91$140,242.58
Age 41$8,108.37$8,876.59$157,227.54
Age 42$8,270.54$9,928.73$175,426.81
Age 43$8,435.95$11,055.81$194,918.57
Age 44$8,604.67$12,262.75$215,785.99
Age 45$8,776.76$13,554.62$238,117.37
Age 46$8,952.30$14,936.90$262,006.57
Age 47$9,131.35$16,415.32$287,553.24
Age 48$9,313.98$17,996.12$314,863.34
Age 49$9,500.26$19,685.74$344,049.34
Age 50$9,690.27$21,491.19$375,230.80
Age 51$9,884.08$23,419.80$408,534.68
Age 52$10,081.76$25,479.44$444,095.88
Age 53$10,283.40$27,678.42$482,057.70
Age 54$10,489.07$30,025.57$522,572.34
Age 55$10,698.85$32,530.29$565,801.48
Age 56$10,912.83$35,202.56$611,916.87
Age 57$11,131.09$38,052.96$661,100.92
Age 58$11,353.71$41,092.74$713,547.37
Age 59$11,580.78$44,333.88$769,462.03
Age 60$11,812.40$47,789.06$829,063.49
Age 61$12,048.65$51,471.74$892,583.88
Age 62$12,289.62$55,396.28$960,269.78
Age 63$12,535.41$59,577.87$1,032,383.06
Age 64$12,786.12$64,032.69$1,109,201.87
Age 65$53,013.72$44,027.81$1,100,215.96
Age 66$54,344.40$43,632.56$1,089,504.12
Age 67$55,708.44$43,166.20$1,076,961.88
Age 68$57,106.68$42,624.52$1,062,479.72
Age 69$58,540.08$42,003.06$1,045,942.70
Age 70$60,009.48$41,297.09$1,027,230.31
Age 71$61,515.72$40,501.67$1,006,216.26
Age 72$63,059.76$39,611.67$982,768.17
Age 73$64,642.56$38,621.64$956,747.25
Age 74$66,265.08$37,525.91$928,008.08
Age 75$67,928.28$36,318.56$896,398.36
Age 76$69,633.24$34,993.34$861,758.46
Age 77$71,381.04$33,543.73$823,921.15
Age 78$73,172.76$31,962.88$782,711.27
Age 79$75,009.36$30,243.63$737,945.54
Age 80$76,892.04$28,378.50$689,432
Age 81$78,822$26,359.67$636,969.67
Age 82$80,800.44$24,178.88$580,348.11
Age 83$82,828.56$21,827.55$519,347.10
Age 84$84,907.56$19,296.67$453,736.21
Age 85$87,038.76$16,576.83$383,274.28
Age 86$89,223.48$13,658.19$307,708.99
Age 87$91,463.04$10,530.41$226,776.36
Age 88$93,758.76$7,182.75$140,200.35
Age 89$96,112.08$3,603.89$47,692.16

Two halves, and the second one is the question

Every retirement calculator can tell you what a pot grows to. The number that actually decides anything is what happens afterwards: whether that pot pays the income you want for as long as you need it, and if not, when it stops. This page runs both halves on the same monthly schedule — money going in until the day you stop working, money coming out from that day until the age you name — and reports the turn rather than only the peak.

The withdrawal is taken at the start of each month and what is left earns for the rest of it, which is the way spending actually happens. A month that cannot pay the whole withdrawal pays what is there and the schedule records it. That is what lets the page say "the money runs out at eighty-four" instead of quietly carrying a negative balance to the end of the table.

Everything you type is in today's money

This is the single most useful convention on the page and the one most likely to be got wrong elsewhere. You cannot judge whether an income decades away is enough, because you have no feel for what money will be worth then. You can judge whether it is enough today.

So the income you want and any other income you expect are both entered in today's money, and the page carries them forward at the inflation rate before comparing them with the pot. The withdrawal then rises each year in retirement, so the plan holds its buying power rather than its face value — which is the difference between a plan that works and one that fails slowly over twenty years.

The income the pot supports is shown twice for the same reason: once as the amount that will actually arrive in the first year of retirement, and once deflated back to today's money so you can tell whether it is a life you would want.

Two rates of return, because most people change what they hold

The form asks for a return while saving and a return in retirement. Most people move towards holding less in shares as they stop earning, and a single rate across fifty years quietly assumes otherwise. Both figures are assumptions you are making, not forecasts this site is offering, and the difference between running the page at one pair of rates and another is usually larger than the difference between any two savings strategies.

The inflation field is prefilled with what consumer prices have actually done over the last twenty years, annualised. That is a measurement rather than a prediction, and twenty years is the horizon because a retirement plan runs for decades and last year's figure says very little about the next thirty.

The income the pot supports is found, not formula'd

Rather than applying a withdrawal formula, the page searches the schedule itself for the largest monthly withdrawal that survives to the last month. The answer therefore belongs to the same table you can read underneath: take a dollar more and the money runs out early. This also means it respects the indexation, which a flat percentage rule cannot.

If you leave the target income blank, the plan simply spends what the pot supports. If you fill it in, the page tells you whether the pot reaches it and by how much it misses.

The risk this page cannot show you

A single fixed rate of return hides the thing most likely to break a retirement: the order the returns arrive in. A bad few years immediately after you stop working does far more damage than the same average spread evenly, because you are selling assets to live on while they are down and they are not there to recover. Two plans with identical average returns can end very differently for that reason alone.

Showing that properly needs many simulated paths rather than one line, and it needs a way of presenting a range of outcomes that does not mislead. Until this page does that, treat the single figure it gives you as the middle of a spread rather than as the answer.

What else this does not do

It does not model tax, in either half. It does not model required minimum distributions, fees during retirement, the order you draw from several accounts, part-time work after retirement, care costs, or a partner with a separate plan. It does not know your state pension entitlement — that is what the other income field and the state pension page are for.

Common questions

What should I put in the other income field?

Anything you expect to receive monthly in retirement that does not come out of this pot: a state pension, a workplace pension paying an income rather than a lump sum, rent from a property. In today's money, like everything else on the form. The state pension calculator on this site will give you a figure for a United Kingdom or German record.

What is a sensible return to assume?

There is no answer this site can responsibly give you, which is why the field has no prefilled figure from a source. What is worth doing is running the page at two or three rates you consider plausible and looking at how far apart the answers are. That spread is the real output.

Why does the income it supports look small next to the pot?

Because it has to last, and because it rises every year with inflation. A pot spread over thirty years of rising withdrawals pays out far less per month than the same pot divided by the months, and the gap between those two numbers is what inflation costs a retirement.

What age should I plan to?

Longer than you expect to need. Planning to an age you are likely to reach means a coin-flip chance of outliving the plan, which is why the default sits well beyond average life expectancy. It is a planning horizon, not a prediction about you.

Is anything I type stored?

No. The calculation happens on the server as part of rendering the page, nothing is written down, and the access log for this site drops the query string precisely so that the numbers you enter are never recorded.

Sources

Nothing here is set by an authority: a retirement projection is arithmetic on assumptions you choose. What these documents pin down is the regulated measure this tool does not compute:

How these figures are worked out

The balance is built month by month in whole cents and then spent the same way. While saving, each month earns the return divided by twelve and the year's saving is spread evenly across it. In retirement, the withdrawal is taken at the start of each month and what is left earns for the rest of it; the withdrawal rises once a year with inflation. A month that cannot pay the whole withdrawal pays what is there, which is what lets the page name the age the money runs out instead of carrying a negative balance.

Every amount you type is in today's money and is carried forward to the first year of retirement at the inflation rate before being compared with the pot. The income the pot supports is found by searching the schedule for the largest withdrawal that lasts the whole horizon, rather than from an annuity formula, so the answer belongs to the schedule the table shows.

It leaves out tax, required minimum distributions, fees in retirement, the order you draw from several accounts, and the risk that matters most: a bad run of returns in the first years of retirement does more damage than the same average spread evenly, and one fixed rate cannot say so.