How Much Do I Need to Retire?
Your tailored estimate is on its way. Start with the spending-based method below, then refine savings, returns, inflation, and withdrawals when the full guide loads.
A Useful Starting Point
Turn the life you want into a portfolio target.
Annual spending ÷ withdrawal rate = target portfolio balance
Choose a realistic monthly allowance, convert it to annual spending, then test a withdrawal rate that suits your timeline and risk tolerance.
Your Plan Will Include
- A quick portfolio target
- Three spending scenarios
- Key savings and market levers