Chart Title

Retirement planner
CONGRATULATIONS! At age 84, you will have a savings balance of $2,63,84,65,956.

$12

$10

$8

$6

$4

$2

$0
$20 $21 $22 $23 $24 $25 $26 $27 $28 $29

Input
Now At retirement Uncertainty
Your current age 20 Annual pension benefit ($) 0 Investment return uncertainty (%) 2.00%

Annual income ($) 48,000 Annual pension benefit increases (%) 0.00% Annual savings amount uncertainty (%) 0.00%

Annual inflation and income increases (%) 6.00% Desired retirement age 65 Annual savings increases uncertainty (%) 0.00%

Retirement savings balance ($) 5,000,000 Number of years of retirement income 20 Annual pension benefit amount uncertainty (%) 0.00%

Annual savings amount ($) 20,000 Income replacement (%) 75.00% Annual pension benefit increases uncertainty (%) 0.00%

Annual savings increases (%) 5.00% Investment return (%) 6.25%

Investment return (%) 10.00%

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Chart details
Desired
Year ending
Age Salary Balance Interest Yearly savings retirement Pension income Notes
balance
income
20 $48,000 $5,000,000 $500,000 $20,000 $0 $0 $5,520,000

21 $50,880 $5,520,000 $552,000 $21,000 $0 $0 $6,093,000

22 $53,933 $6,093,000 $609,300 $22,050 $0 $0 $6,724,350

23 $57,169 $6,724,350 $672,435 $23,153 $0 $0 $7,419,938

24 $60,599 $7,419,938 $741,994 $24,310 $0 $0 $8,186,241

25 $64,235 $8,186,241 $818,624 $25,526 $0 $0 $9,030,391

26 $68,089 $9,030,391 $903,039 $26,802 $0 $0 $9,960,232

27 $72,174 $9,960,232 $996,023 $28,142 $0 $0 $10,984,397

28 $76,505 $10,984,397 $1,098,440 $29,549 $0 $0 $12,112,386

29 $81,095 $12,112,386 $1,211,239 $31,027 $0 $0 $13,354,651

30 $85,961 $13,354,651 $1,335,465 $32,578 $0 $0 $14,722,694

31 $91,118 $14,722,694 $1,472,269 $34,207 $0 $0 $16,229,171

32 $96,585 $16,229,171 $1,622,917 $35,917 $0 $0 $17,888,005

33 $102,381 $17,888,005 $1,788,800 $37,713 $0 $0 $19,714,518

34 $108,523 $19,714,518 $1,971,452 $39,599 $0 $0 $21,725,569

35 $115,035 $21,725,569 $2,172,557 $41,579 $0 $0 $23,939,704

36 $121,937 $23,939,704 $2,393,970 $43,657 $0 $0 $26,377,332

37 $129,253 $26,377,332 $2,637,733 $45,840 $0 $0 $29,060,906

38 $137,008 $29,060,906 $2,906,091 $48,132 $0 $0 $32,015,129

39 $145,229 $32,015,129 $3,201,513 $50,539 $0 $0 $35,267,181

40 $153,943 $35,267,181 $3,526,718 $53,066 $0 $0 $38,846,965

41 $163,179 $38,846,965 $3,884,696 $55,719 $0 $0 $42,787,380

42 $172,970 $42,787,380 $4,278,738 $58,505 $0 $0 $47,124,624

43 $183,348 $47,124,624 $4,712,462 $61,430 $0 $0 $51,898,516

44 $194,349 $51,898,516 $5,189,852 $64,502 $0 $0 $57,152,870

45 $206,010 $57,152,870 $5,715,287 $67,727 $0 $0 $62,935,884

46 $218,370 $62,935,884 $6,293,588 $71,113 $0 $0 $69,300,586

47 $231,473 $69,300,586 $6,930,059 $74,669 $0 $0 $76,305,314

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 Desired
Year ending
Age Salary Balance Interest Yearly savings retirement Pension income Notes
balance
income
48 $245,361 $76,305,314 $7,630,531 $78,403 $0 $0 $84,014,248

49 $260,083 $84,014,248 $8,401,425 $82,323 $0 $0 $92,497,995

50 $275,688 $92,497,995 $9,249,800 $86,439 $0 $0 $101,834,234

51 $292,229 $101,834,234 $10,183,423 $90,761 $0 $0 $112,108,418

52 $309,763 $112,108,418 $11,210,842 $95,299 $0 $0 $123,414,558

53 $328,348 $123,414,558 $12,341,456 $100,064 $0 $0 $135,856,078

54 $348,049 $135,856,078 $13,585,608 $105,067 $0 $0 $149,546,753

55 $368,932 $149,546,753 $14,954,675 $110,320 $0 $0 $164,611,748

56 $391,068 $164,611,748 $16,461,175 $115,836 $0 $0 $181,188,760

57 $414,532 $181,188,760 $18,118,876 $121,628 $0 $0 $199,429,264

58 $439,404 $199,429,264 $19,942,926 $127,710 $0 $0 $219,499,900

59 $465,768 $219,499,900 $21,949,990 $134,095 $0 $0 $241,583,985

60 $493,714 $241,583,985 $24,158,398 $140,800 $0 $0 $265,883,183

61 $523,337 $265,883,183 $26,588,318 $147,840 $0 $0 $292,619,341

62 $554,738 $292,619,341 $29,261,934 $155,232 $0 $0 $322,036,507

63 $588,022 $322,036,507 $32,203,651 $162,993 $0 $0 $354,403,151

64 $623,303 $354,403,151 $35,440,315 $171,143 $0 $0 $390,014,609

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