Finance calculators

Vanguard Retirement Calculator

Updated Jul 30, 2026 By Jehan Wadia
Rate Formulas

About You

Whole years, between 18 and 80.
Must be greater than your current age (50–80).
%
Average yearly growth before inflation (1%–12%).

Your Income & Savings

Gross salary before taxes and deductions.
%
Share of today's income you want to replace in retirement.
401(k), IRA and other retirement accounts combined.
%
Both fields stay in sync — edit whichever you prefer.

Retirement Income Sources

Your own estimate — this tool does not compute Social Security benefits.
Leave at 0 if you do not expect a pension.

Your Retirement Outlook

What You May Have (today's dollars)
Monthly Income from Retirement Savings$0.00
Monthly Social Security Income$0.00
Monthly Pension Income$0.00
Total Projected Monthly Income$0.00
What You'll Need (today's dollars)
Monthly Income Target$0.00
Based on Replacing80.00% of income
Years Until Retirement0
Projected Nest Egg at Age 67$0
Calculating…
Estimated Retirement Savings
$0
Balance at age 67, shown in future (nominal) dollars. All income figures above are in today's dollars.
Total Contributions Between Now and Retirement$0
Growth from Investment Returns$0
Retirement Readiness Score
Calculating…
Score = projected income ÷ income target × 100.

What If? Quick Scenarios

Projected Savings Growth by Age

Year-by-year projected balance, in nominal (future) dollars and in today's dollars.
Age Years From Now Balance (future $) Balance (today's $) Contributions to Date
Step-by-Step Solution

Introduction

This retirement calculator shows if your savings will be enough. You type in your age, your pay, what you have saved, and how much you add each month. The tool then does the math and shows what your money may look like when you retire.

The calculator adds up three income sources: money from your savings, Social Security, and a pension. It compares that total to the income you want in retirement. Then it tells you if you have a surplus or a gap.

Here is what you will see:

  • Your nest egg — how much your savings may grow to by your retirement age.
  • Your monthly income — based on the 4% withdrawal rule, in today's dollars.
  • Your readiness score — a simple number out of 100 that shows how on track you are.
  • What if? — see how working longer, saving more, or lower returns change your plan.
  • Step-by-step math — every formula, so you can check the work.

All income results are adjusted for 3% inflation each year. That way, the numbers feel real to you today. Change any input and the results update right away, so you can test ideas fast and plan with more trust.

How to use our Vanguard Retirement Calculator

Fill in your age, income, savings, and monthly contributions, and the calculator shows your projected nest egg, your monthly retirement income, your income goal, and any gap between them.

Current Age: Type your age today in whole years, from 18 to 80. If you are not sure, our age calculator works it out from your birth date.

Planned Retirement Age: Type the age you want to stop working, from 50 to 80. It must be higher than your current age. Social Security is only counted if you retire at 62 or later. If you are aiming to leave work well before then, the early retirement calculator and the FIRE calculator are built for that plan.

Expected Annual Return on Investments: Drag the slider or type the average yearly growth you expect on your savings, from 1% to 12%. Many people use 5% to 7% for a mixed stock and bond portfolio. You can test how that rate compounds over time with our investment calculator.

Current Annual Pre-Tax Income: Enter your gross yearly pay before taxes are taken out. Paid hourly? Convert it first with the hourly to salary calculator.

Desired Income Replacement: Pick how much of today's income you want each year in retirement, from 50% to 100%. Many planners start at 80%.

Current Retirement Savings Balance: Add up your 401(k), IRA, and other retirement accounts and enter the total. A net worth calculator can help you gather every account in one place.

Monthly Contribution to Retirement: Enter how much you save each month, including any employer match. You can also enter it as a percent of your gross income, and both boxes update together. To model one account on its own, try the 401k calculator, the Roth IRA calculator, or the 403b calculator.

Estimated Monthly Social Security Benefit: Enter the monthly amount from your Social Security statement. This is optional, so leave it at 0 if you are not sure. The Social Security calculator can give you a rough figure to use.

Estimated Monthly Pension Benefit: Enter the monthly pension you expect. Leave it at 0 if you will not get a pension. Our pension calculator helps you estimate that payment.

Click Calculate to see your results. Use the Monthly and Annual buttons to switch how the numbers are shown, check the What If scenarios to test changes, and read the step-by-step math to see how each number was found.

Retirement Planning: What It Means and Why It Matters

Retirement planning is figuring out how much money you will need after you stop working, and how much you must save now to get there. When your paycheck ends, your savings, Social Security, and any pension take over as your income. The goal is simple: build enough money so you can pay your bills for the rest of your life.

How Much Income Will You Need?

Most people do not need 100% of their old paycheck. You stop saving for retirement, you may pay less in taxes, and work costs like gas and lunch go away. That is why planners use an income replacement rate — usually 70% to 85% of your pay before taxes. If you earn $95,000 a year and want to replace 80%, you need about $76,000 a year, or roughly $6,333 a month. Building a monthly budget for your retirement years is the best way to sanity-check that target.

The 4% Rule

The 4% rule is a common way to guess how much your savings can pay you each year. You take out 4% of your balance in the first year of retirement, then adjust for inflation after that. A $1 million nest egg gives about $40,000 a year, or $3,333 a month. Studies found this rate lasted about 30 years in most market conditions. It is a guide, not a promise — bad markets early in retirement can hurt it. To test other withdrawal rates, use the retirement withdrawal calculator or see how long your money will last.

Why Compound Growth Is Your Best Friend

Money you invest earns returns, and those returns earn more returns. This is called compounding, and it grows faster the longer you leave money alone. Someone who saves $500 a month starting at 25 often ends up with more than someone who saves $1,000 a month starting at 45. Time does more work than the size of your deposit. Run the numbers yourself with the compound interest calculator, or use the Rule of 72 calculator to see how fast money doubles.

Don't Forget Inflation

Prices go up about 3% a year over the long run. That means $1,000 in 27 years buys about what $445 buys today. A big future balance can look great and still fall short. Always compare your future income to today's prices so you know what it will really buy. The inflation calculator and the present value calculator both show this effect clearly.

Your Three Main Income Sources

  • Retirement savings: Your 401(k), 403(b), IRA, and other investment accounts. This is the part you control most. Once you turn 73, required minimum distributions also shape how much you must pull out each year.
  • Social Security: You can start as early as age 62, but your check is cut by up to 30%. Waiting until your full retirement age (67 for most people today) or age 70 gives you a bigger monthly benefit. Compare claiming ages with the Social Security break-even calculator. Social Security gets a cost-of-living raise most years, so it holds its buying power.
  • Pension: A set monthly payment from an employer. Many pensions are fixed and never rise, so inflation slowly eats away at them. Federal and military workers can check the FERS retirement calculator or the military retirement calculator.

Simple Ways to Close a Gap

If your plan comes up short, you have a few strong levers:

  • Save more. Even $100 or $200 more a month adds up over decades. Aim for 12% to 15% of your pay, including any employer match. A savings goal calculator can turn a target into a monthly number.
  • Get the full match. If your job matches contributions, that is free money. Not taking it is a pay cut.
  • Work a bit longer. Each extra year lets savings grow, adds contributions, cuts the number of years you must fund, and can raise your Social Security check.
  • Spend less later. Lowering your replacement target, moving to a cheaper area, or paying off your mortgage before you retire all shrink the amount you need. Clearing other balances with a debt payoff calculator helps too.
  • Use catch-up limits. At age 50 and older, the IRS lets you put extra money into a 401(k) or IRA each year. A Roth conversion may also lower taxes on future withdrawals.

Things a Projection Cannot Know

Any long-term estimate uses steady averages, but real life is bumpy. Markets rise and fall, health costs can jump, taxes change, and you may live longer than you expect. Health care alone can run into six figures over a retirement, so an HSA and a healthy emergency fund are worth building alongside your nest egg. Use your projection as a checkpoint, review it once a year, and adjust as your pay, savings, and plans change.


Formulas used

Months until retirement
n = (\text{retireAge} - \text{currentAge}) \times 12
Monthly rate of return
i = \frac{r}{12}
Projected nest egg (future value with monthly contributions)
FV = P(1+i)^{n} + C\left[\frac{(1+i)^{n}-1}{i}\right]
Monthly income from savings (4% withdrawal rule), in future dollars
I_{\text{future}} = \frac{0.04 \times FV}{12}
Converting future dollars to today's dollars (3% inflation)
I_{\text{today}} = \frac{I_{\text{future}}}{(1+0.03)^{n/12}}
Total projected monthly income (today's dollars)
I_{\text{total}} = I_{\text{today}} + SS + \frac{\text{Pension}}{(1+0.03)^{n/12}}
Monthly income target and gap
\text{Need} = \frac{\text{Income} \times \text{Replacement\%}}{12}, \qquad \text{Gap} = I_{\text{total}} - \text{Need}
Retirement readiness score
\text{Score} = \frac{I_{\text{total}}}{\text{Need}} \times 100

Frequently asked questions

Why can't I type in a Social Security amount?

The Social Security box locks when your planned retirement age is under 62. Age 62 is the earliest you can claim a benefit. Change your retirement age to 62 or older and the box unlocks.

Why is my nest egg so big but my monthly income looks small?

They use two different dollar types. The nest egg is shown in future dollars, the actual balance you will see in your account. The income lines are shown in today's dollars, so you can compare them to your pay and bills right now. Prices rise about 3% a year, so a large future number buys less than it looks.

Does the calculator take out taxes?

No. Every number is pre-tax. Money you pull from a 401(k) or traditional IRA is taxed as income. Roth money is not. As a rough guide, plan on keeping 10% to 25% less than the income shown.

What is a good readiness score?

  • 90 or higher — on track.
  • 70 to 89 — getting there, small changes should close the gap.
  • Under 70 — needs attention.

The score is your projected income divided by your income target, times 100. A score of 100 means you hit your goal exactly.

Why does the tool shrink my pension for inflation but not Social Security?

Social Security gets a cost-of-living raise most years, so it keeps its buying power. Your SSA statement is already in today's dollars. Most pensions pay a fixed amount that never rises, so the tool cuts it down to show what it will really buy later.

Can I change the 3% inflation rate or the 4% withdrawal rate?

No. Both are fixed to keep the math simple and consistent. If you think inflation will run higher, lower your expected return by about the same amount. That gives you a more careful result.

Should I include my employer match in the monthly contribution?

Yes. Add your own savings plus whatever your employer puts in. If you save $1,000 a month and your job adds $500, enter $1,500.

Does the calculator assume my contributions grow when I get a raise?

No. It uses the same monthly amount every month until you retire. Most people save more as their pay grows, so your real result may be better. Come back and update the number each time you get a raise.

Should I include my house or emergency fund in my savings balance?

No. Only enter money you plan to live on in retirement, like a 401(k), 403(b), IRA, or a taxable brokerage account. Leave out your home, your car, and cash set aside for emergencies.

Can my spouse and I use this together?

Yes. Add both incomes, both savings balances, both monthly contributions, and both Social Security checks. Use the older person's age if you plan to retire at the same time. You can also run it twice, once for each of you.

How does the tool grow my money, monthly or yearly?

Monthly. Each month it adds one-twelfth of your yearly return, then adds your contribution. That happens 12 times a year, which matches how most payroll savings work.

What do the Apply to my inputs buttons do?

They copy that What If scenario into your real inputs and rerun the math. So the Add $200 a month button raises your contribution box by $200. You can undo it by clicking Reset or typing the old number back.

Is my information saved anywhere?

No. All the math runs inside your browser. Nothing is sent to a server or stored. Close or refresh the page and your numbers are gone.

Does the calculator check IRS contribution limits?

No. It accepts any amount you type. Check the current 401(k) and IRA limits with the IRS before you set your savings plan, and remember there is a catch-up amount once you turn 50.

How do I find the exact amount I need to save each month?

Raise your monthly contribution a little at a time and watch the readiness score. Stop when it reaches 100. The results update as you type, so it only takes a few tries.

Why does my score say 100+ instead of a number?

Your projected income is more than your target, so the gauge tops out. It means you have a surplus. Check the green box above for the exact monthly amount you are ahead by.

Can I use this if I want to retire before 62?

Yes. Set your retirement age as low as 50. The tool leaves Social Security out, since you cannot claim it yet, so your savings must cover everything. That is on purpose and shows how much more you need to save for an early exit.

Why do my results change while I am still typing?

The calculator updates live so you can test ideas fast. You do not have to press Calculate, but you can click it or hit Enter any time to refresh.