Find Out If You Are You on Track

 

 

The horizontal (x) axis depicts accumulated investment assets. This includes retirement accounts and investment accounts but excludes home real estate equity and other non-income producing assets. The vertical (y) axis shows age ranges for the investment targets.

If you need $150K/year in starting retirement income (in addition to social security), at age 65 you will want approximately $3 million of investment assets. These accumulated assets will need to be invested in a way that will reliably offset ongoing living cost increases.

Adjust these values base on your estimated starting retirement income need. Are you on track?

 

Saving Percentage