Retirement Calculator 🏖️

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Education Tips 💡

This calculation focuses on reaching a portfolio value where the interest alone covers your expenses. However, there are other approaches to consider:

  • Partial Coverage: Achieve a portfolio that covers 50% of your expenses and consider working part-time or pursuing a passion job 💼
  • Spend-Down Strategy: Accumulate enough to cover your expenses by drawing down your portfolio over time, without leaving a financial legacy 📉

For a deeper analysis of your portfolio and to compare different rates of return, explore our Investments Calculator 🔍

Results 📊

Enter your details on the left and click calculate to see: ✨

  • Required portfolio size for financial independence 💪
  • Projected retirement age 🎊
  • Portfolio growth visualization 📈
  • Key milestones and insights 🎯