Retirement Savings Calculator | LumiTrade Education Hub

Retirement Savings Calculator

See when your future self can stop working

Plan your retirement with confidence. Adjust your savings, contributions, and expected returns to see how your nest egg could grow over time and what monthly income it might provide.

Start Calculating

Build Your Retirement Plan

Adjust the inputs and watch your projected retirement savings update instantly.

Inflation Adjustment
Assumes 3% annual inflation
Projected Balance
$0
Monthly Income
$0
Total Contributed
$0
In Today’s Dollars
$0
What your balance would be worth in today’s purchasing power, providing ~$0/month (assuming 3% annual inflation).

Growth Over Time

Visualize how your retirement savings grow from now until retirement.

Year-by-Year Breakdown

See exactly how your retirement savings compound each year.

Contributions
Growth
AgeYear ContributionGrowthBalance

How Retirement Planning Works

Key concepts to help you plan for a comfortable retirement.

The 4% Rule

The 4% rule is a widely-used guideline suggesting you can withdraw 4% of your retirement portfolio in the first year and adjust for inflation each subsequent year. This approach has historically sustained a portfolio for 30+ years, giving retirees confidence their money will last.

Monthly Income = Portfolio × 4% / 12

Why Starting Young Wins

Someone who invests $300/month starting at age 25 could have more at retirement than someone investing $600/month starting at 35, despite contributing less total money. The difference? Ten extra years of compound growth. Time in the market beats almost every other factor.

Catch-Up Contributions

If you’re starting later, don’t panic. You can still build a solid retirement by maximizing contributions, reducing expenses, considering working a few extra years, and investing more aggressively while you’re still decades from retirement. Every dollar saved today is amplified by compounding.

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