Chart a clear path to your financial future. This planner first helps you calculate the total capital needed to fund your ideal retirement lifestyle, accounting for inflation and withdrawals. Then, it determines the exact annual growth rate (CAGR) you'll need to reach that goal based on your current savings and contributions. Transform abstract goals into a concrete, actionable investment strategy.
This is the total amount you need at the start of retirement to support your planned withdrawals, accounting for inflation and investment growth during the withdrawal period.
You can increase this number in the Target Retirement Capital field on the right if you want to account for a safety margin.
This is the annual return rate your investments need to achieve to reach your target retirement capital, given your current savings and planned contributions.
We offer several tactical asset allocation strategies that may help you achieve your goals. It's wise to err on the side of caution and select strategies that reasonably exceed your required annualized return.
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