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Calkulon

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Calculates the retirement savings shortfall or surplus between projected needs and available resources.

Formule

Gap = Total Retirement Needs - (Savings + Social Security + Pensions)

Stapsgewijze handleiding

  1. 1Estimate annual retirement expenses
  2. 2Input years in retirement
  3. 3Account for inflation and investment returns

Uitgewerkte voorbeelden

Invoer
$60k annual need, 30 years, 3% inflation, $500k saved, 4% withdrawal
Resultaat
Gap analysis shows adequate/shortfall
Comprehensive retirement planning

Veelgemaakte fouten om te vermijden

  • Not adjusting expenses for inflation
  • Overestimating safe withdrawal rates

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