Retirement Calculator 2025

Plan your financial future with our comprehensive retirement calculator. Calculate retirement savings needs, Social Security benefits, 401k projections, and create a complete retirement income strategy.

Comprehensive Retirement Calculator

Enter your information to calculate retirement savings needs and income projections

Retirement Planning Guide (2025)

Retirement Savings Targets

Age-Based Savings Milestones
  • Age 30: 1x annual salary saved
  • Age 40: 3x annual salary saved
  • Age 50: 6x annual salary saved
  • Age 60: 8x annual salary saved
  • Age 67: 10x annual salary saved
Retirement Income Rule

Plan to replace 70-90% of pre-retirement income through a combination of Social Security, employer plans, and personal savings.

Social Security Benefits 2025

Full Retirement Age
  • Born 1943-1954: Age 66
  • Born 1955: Age 66 and 2 months
  • Born 1956: Age 66 and 4 months
  • Born 1957: Age 66 and 6 months
  • Born 1958: Age 66 and 8 months
  • Born 1959: Age 66 and 10 months
  • Born 1960+: Age 67
2025 Social Security Limits

Maximum Benefit: $4,873/month at full retirement age

Average Benefit: $1,907/month for retired workers

COLA Increase: 2.5% for 2025

Retirement Account Limits 2025

401(k) Contribution Limits
  • Employee Limit: $23,500
  • Catch-up (50+): Additional $7,500
  • Total Limit: $70,000 (employee + employer)
IRA Contribution Limits
  • Traditional/Roth IRA: $7,000
  • Catch-up (50+): Additional $1,000
  • Total for 50+: $8,000

Retirement Planning Strategies

The 4% Rule

Withdraw 4% of your retirement portfolio annually. This rule suggests you can safely withdraw 4% of your retirement savings each year without running out of money.

Asset Allocation by Age
  • 20s-30s: 80-90% stocks, 10-20% bonds
  • 40s: 70-80% stocks, 20-30% bonds
  • 50s: 60-70% stocks, 30-40% bonds
  • 60s+: 40-60% stocks, 40-60% bonds

Retirement Planning Examples (2025)

Early Career (Age 25)

Current Age: 25

Annual Income: $60,000

Current Savings: $5,000

Savings Rate: 15% of income

Retirement Goal: Age 65

40-Year Retirement Plan
Annual Savings (15%) $60,000 × 15% = $9,000
Expected Return (7%) Conservative growth assumption
Projected at 65 ≈ $1.8 million
Annual Retirement Income (4% rule) $72,000
Income Replacement 120%

Mid-Career (Age 40)

Current Age: 40

Annual Income: $100,000

Current Savings: $200,000

Savings Rate: 20% of income

Retirement Goal: Age 65

25-Year Retirement Plan
Annual Savings (20%) $100,000 × 20% = $20,000
Current Balance Growth $200,000 → $1.08 million
Future Contributions $20,000/year → $1.27 million
Total at 65 $2.35 million
Annual Income (4% rule) $94,000

Late Career (Age 55)

Current Age: 55

Annual Income: $120,000

Current Savings: $500,000

Savings Rate: 25% + catch-up

Retirement Goal: Age 65

10-Year Retirement Sprint
Annual Savings (25%) $120,000 × 25% = $30,000
Catch-up Contributions 401k: $7,500, IRA: $1,000
Current Balance Growth $500,000 → $984,000
Future Contributions $38,500/year → $532,000
Total at 65 $1.52 million
Annual Income (4% rule) $60,800

Aggressive Saver (Age 30)

Current Age: 30

Annual Income: $85,000

Current Savings: $75,000

Savings Rate: 30% of income

Retirement Goal: Age 55 (FIRE)

25-Year FIRE Plan
Annual Savings (30%) $85,000 × 30% = $25,500
Current Balance Growth $75,000 → $406,000
Future Contributions $25,500/year → $1.64 million
Total at 55 $2.05 million
Annual Income (4% rule) $82,000

Frequently Asked Questions About Retirement Planning

Financial experts recommend saving 10-15% of your income for retirement. Aim to have 10x your annual salary saved by age 67. Use age-based milestones: 1x salary by 30, 3x by 40, 6x by 50, and 8x by 60.

The 4% rule suggests withdrawing 4% of your retirement portfolio annually. This means you need 25x your annual expenses saved for retirement. For example, if you need $60,000/year, save $1.5 million.

You can start collecting reduced Social Security benefits at age 62. Full retirement age is 66-67 depending on birth year. Delaying until age 70 increases benefits by 8% per year after full retirement age.

First, contribute enough to your 401k to get the full employer match. Then maximize IRA contributions ($7,000 in 2025, $8,000 if 50+). Finally, return to 401k up to the limit ($23,500 in 2025, $31,000 if 50+).

Important Retirement Planning Information

Retirement planning involves many variables and assumptions about future market performance, inflation, and personal circumstances. This calculator provides estimates for planning purposes and should not be considered financial advice. Actual results may vary significantly. Consider consulting with a qualified financial advisor for personalized retirement planning. Social Security benefits are subject to change based on future legislation. Investment returns are not guaranteed and past performance does not predict future results.