How Much Do I Need To Retire?

Retirement Planning

My Annual Income

$0 $1,000,000

Expected Annual Expenses in Retirement

$0 $1,000,000

Retirement Length (years)

Expected Annual Rate of Return (%)

Social Security Income Replacement (%)

0% 100%

This scenario may help you understand how much you'll need to save for retirement based on your inputs.

Average

$993,265

80% Rule

Without Social Security: $1,229,796

With Social Security: $737,878

10x Salary Rule

Without Social Security: $1,000,000

With Social Security: $600,000

25x Expenses

Without Social Security: $750,000

With Social Security: $450,000

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.