Finance Retirement

401k calculator

Age now
Retire at
Saved so far
Added monthly
Return %
Withdrawal % Per year, from the pot
Inflation %
Pot at retirement $1,463,216
You put in $369,000 Growth 75%
In today's money$697,578
Monthly income$4,877
Monthly income, today's money$2,325
You put in$369,000
Investment growth$1,094,216
Years to go30 Years
4% withdrawal · nominal and real shown
Year 1Year 30
YearAddedInterest earnedBalance
1 $10,800 $3,606 $59,406
2 $10,800 $4,648 $74,854
3 $10,800 $5,765 $91,419
4 $10,800 $6,962 $109,181
5 $10,800 $8,246 $128,227
6 $10,800 $9,623 $148,650
7 $10,800 $11,099 $170,549
8 $10,800 $12,682 $194,031
9 $10,800 $14,380 $219,211
10 $10,800 $16,200 $246,211

A projection, not a promise. Contribution limits, employer match rules and tax treatment change, and investment returns are not a constant 7%. Speak to a financial adviser about your own situation.

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A 401k grows from contributions, any employer match and compounding returns. Forty-five thousand at 35, plus 900 a month at 7%, reaches about 1.24 million by 65 — supporting roughly 49,500 a year at a 4% withdrawal rate.

How to project a 401k

1 Enter your age now and the age you plan to retire.
2 Add your current balance and total monthly contribution, including the employer match.
3 Use a long-run return assumption — 6 to 7% nominal is common for a diversified portfolio.
4 Read the projected income and the today's-money figure beside it.

The employer match is the part worth checking first, because it is the only guaranteed return available. A dollar-for-dollar match up to 4% of salary is an instant 100% return on that portion, which no investment will beat. Anyone contributing below the match threshold is leaving money on the table in a way no asset allocation decision can compensate for. After that, the two levers that matter are the contribution rate and the number of years — and years cannot be added later, which is why starting early dominates almost everything else in this calculation.

Questions

It depends on contributions, return and years. The year-by-year table shows how much of the final figure is growth rather than contributions.

IRS — 401(k) plan overview
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