Retirement Fund Strategy

Use this calculator to determine how much you need to save now to live comfortably in the retirement years ahead using the 4% rule.

Your expenses today

Your expenses in your retirement period

How much you should invest?

Let's see your retirement fund investment strategy!

Required retirement fund based on 4% rule

Your investment strategy

Current retirement savings

Monthly investment plan

Investment returns

Investment period

Investment results

Swipe to see investment strategy recommendation

Required retirement fund based on 4% rule

Current retirement savings

Monthly investment plan

Investment returns

Investment period

Investment results

Investment instrument choice

Investment timeline

  • Year 1

    Current retirement savings:

  • Year

    Choose investment instruments that has lower risk, e.g. Bank Deposits, Bonds

  • Year

    Investment results:

Choose investment strategy adjustment

Required retirement fund based on 4% rule

Current retirement savings

Monthly investment plan

Investment returns

Investment period

Investment results

Investment instrument choice

Investment timeline

  • Year 1

    Current retirement savings:

  • Year

    Choose investment instruments that has lower risk, e.g. Bank Deposits, Bonds

  • Year

    Investment results: ±

Current retirement savings

Monthly investment plan

Investment returns

Investment period

Investment results

Investment instrument choice

Investment timeline

  • Year 1

    Current retirement savings:

  • Year

    Choose investment instruments that has lower risk, e.g. Bank Deposits, Bonds

  • Year

    Investment results: ±

Current retirement savings

Monthly investment plan

Investment returns

Investment period

Investment results

Investment instrument choice

Investment timeline

  • Year 1

    Current retirement savings:

  • Year

    Choose investment instruments that has lower risk, e.g. Bank Deposits, Bonds

  • Year

    Investment results: ±