Retirement Planning Calculator

Plan your retirement and calculate how much you need to save to live comfortably after retirement.

Current Details
Enter 0 if starting from scratch
Assumptions
Expected annual return on investments during working years
Conservative returns post-retirement
Typically 70-100% of current expenses

Retirement Summary

Years Until Retirement: 0 years

Years in Retirement: 0 years

Monthly Expense at Retirement: 0

Your current expenses adjusted for inflation

Required Retirement Corpus:

0

Total amount needed at retirement

Monthly Savings Required:

0

To achieve your retirement goal

Retirement Corpus Accumulation

Post-Retirement Corpus Depletion

Year-wise Breakdown (Pre-Retirement)

Age Year Annual Savings Total Saved Investment Value

Year-wise Breakdown (Post-Retirement)

Age Year Annual Expense Remaining Corpus
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Retirement Planning - Secure Your Future

Retirement planning is the process of determining your retirement income goals and the actions necessary to achieve those goals. It involves identifying sources of income, estimating expenses, implementing a savings program, and managing assets.

Why is Retirement Planning Important?

  • Longer Life Expectancy: People are living longer, requiring more funds to sustain their lifestyle post-retirement.
  • Inflation: The cost of living increases over time, eroding purchasing power.
  • Healthcare Costs: Medical expenses typically increase with age.
  • Maintain Lifestyle: Ensure you can maintain your desired standard of living without depending on others.
  • Financial Independence: Enjoy your golden years without financial stress.

Key Factors in Retirement Planning

  • Current Age & Retirement Age: The earlier you start, the less you need to save monthly due to compounding.
  • Life Expectancy: Plan for a longer retirement period to ensure you don't outlive your savings.
  • Inflation Rate: Typically 5-7% in most economies. Your expenses will grow over time.
  • Investment Returns: Pre-retirement: Higher risk investments (equity) yield better returns. Post-retirement: Conservative investments (debt) preserve capital.
  • Expected Expenses: Most retirees need 70-100% of their current income to maintain their lifestyle.

How Much Do You Need?

A common rule of thumb is the 25x Rule: You need 25 times your annual expenses saved for retirement. For example, if you need ₹10,00,000 per year, you should aim for a corpus of ₹2,50,00,000.

Retirement Savings Strategies

  • Start Early: Time is your greatest asset in building a retirement corpus.
  • Systematic Investing: Use SIP in mutual funds for disciplined wealth creation.
  • Diversification: Spread investments across equity, debt, real estate, and gold.
  • Maximize Employer Benefits: Take full advantage of EPF, NPS, and employer matching.
  • Increase Savings Rate: As your income grows, increase your retirement contributions.
  • Review Regularly: Reassess your plan every few years and adjust as needed.

Example Scenario

A 30-year-old planning to retire at 60 with current monthly expenses of ₹50,000:

  • Years until retirement: 30 years
  • Assuming 6% inflation and 80% expense ratio
  • Monthly expense at retirement: ₹2,30,453
  • For 20 years of retirement at 8% post-retirement return
  • Required retirement corpus: ₹3.5 - 4 Crores
  • Monthly savings needed (at 12% return): ₹25,000 - 30,000

Note: This calculator provides estimates. Actual requirements may vary based on individual circumstances, healthcare needs, and lifestyle choices. Consider consulting a financial advisor for personalized planning.

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