CalcVault

FIRE Retirement Calculator

Project when you can retire based on your current savings, monthly investing and target retirement spending. Uses the 'multiply by 25' / 4% safe withdrawal rule as the default.

Inputs

Results

Age at financial independence51.1
Years to FI19.1 years
FI number (target pot)£875,000

Real returns are net of inflation. The default 4% withdrawal rate comes from the Trinity Study and is a common (but not guaranteed) rule of thumb.

Frequently asked questions

What is the 4% rule?

The 4% rule, from the Trinity Study, suggests you can withdraw 4% of your initial portfolio per year (adjusted for inflation) with a high probability of not running out over 30 years. To find your FI number, multiply your annual spending by 25.

Should I use a real or nominal return rate?

Use real (inflation-adjusted) returns. Historical real returns for a globally diversified stock portfolio are around 5-7%. Using nominal returns will overestimate how soon you can retire.

Does this account for tax in retirement?

No. Your target spend should be the post-tax amount you need to live on. Where that money comes from (ISA, pension, taxable account) will determine the tax treatment.