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%

Results

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

Retirement Savings Comparison

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Upcoming Events

We are pleased to invite you to the second session of our Planning with Purpose Series, Social Security. This session will provide practical guidance on how Social Security retirement benefits are calculated and the factors that may impact your benefits. We’ll explore options for married couples and divorced individuals, as well as how taxes can affect your retirement income and overall retirement plan.
October 21, 2026
12:00p - 1:00p

We are pleased to invite you to the next session of our Planning with Purpose Series: Employee Benefits. Your workplace benefits can play an important role in your overall financial picture, yet it can be easy to overlook the value of what is available to you. This session will provide an overview of how to better understand and evaluate your benefits, helping you make informed decisions that support your health, financial security, and long-term goals.
October 28, 2026
12:00p - 1:00p

We are pleased to invite you to the fourth session of our Planning with Purpose Series: Long Term Care. During this session, we’ll explore the financial and family considerations that come with the need for long-term care, strategies for funding your plan, and what to look for in a solution. Join us to learn how proactive planning can help protect your assets and preserve your independence. Click on the title to the left to see the details about the series!
November 4, 2026
12:00p - 1:00p

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