Know when you can retire based on your unique details and personal finances. When your net worth surpasses the amount you need to retire, we consider that the time you can retire.

What does the Net Worth Forecast (green line) represent?

  • A forecast of your Net Worth.

    • To see how it's calculated, visit here

What does the $ Needed to Retire (pink line) represent?

  • It represents the amount of money you need to retire. As you age, you'll need less which is why it trends lower year by year

  • The $ Needed to Retire line is generated by this formula below:

    • $ Needed to Retire = Years left to live x Annual Expenses + Inheritance

  • Key assumptions:

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