FIRE calculator

How long until your portfolio covers your spending, based on your savings rate and the withdrawal rate you are willing to rely on.

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4% is the familiar rule; 3.5% is the cautious version.

Years to financial independence

16 years

Saving 46% of income towards a 1,875,000 target

Target portfolio
$1,875,000
Savings rate
46.43%
Saved each year
$65,000
Portfolio in today’s money
Portfolio in today’s money
Breakdown of Years to financial independence
Income$140,000
Spending-$75,000
Saved each year$65,000
Target at a 4% withdrawal rate$1,875,000
Years to get there16 years
  • The savings rate does the work: spending less both raises what you save and lowers the target it has to reach.
  • A 4% withdrawal rate came from a 30-year US study. Longer retirements and lower expected returns argue for 3% to 3.5%.

Spending $75,000 of a $140,000 income is a 46% savings rate and a $1.875m target at 4% — the spending figure sets both sides of the equation.

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How this is calculated

How this is calculated

Spending sets the target and the saving

Cutting spending by $5,000 raises annual saving by $5,000 and lowers the target by $125,000 at a 4% withdrawal rate. That double effect is why the savings rate, not the income, dominates the timeline.

target = annual spending ÷ withdrawal rate

The timeline depends on the rate, not the salary

At a 4.4% real return, a 25% savings rate takes about 32 years from zero, 50% takes about 17, and 65% about 11. Two people on very different incomes with the same savings rate arrive at almost the same time.

The 4% rule is a study, not a law

It came from 30-year US retirements. A 45-year horizon at lower expected returns is a different question, which is why many people use 3% to 3.5% — the difference between a $1.875m and a $2.14m target on $75,000 of spending.

Worked example: $140,000 after tax, $75,000 spending, $220,000 invested
Inputs
Income$140,000
Spending$75,000
Invested$220,000
Withdrawal rate4%
Result
Saving$65,000 a year
Savings rate46%
Target$1,875,000

Dropping the withdrawal rate to 3.5% raises the target to $2,142,857 and adds several years — the single most consequential assumption in the whole calculation.

What this assumes
  • A constant real return.
  • Income and spending stay level in real terms.
  • No tax on investment growth.
  • No state pension counted.
Where this commonly goes wrong
  • Reaching the number is not the same as being able to spend it — early withdrawal restrictions on retirement accounts often mean the accessible balance is much smaller.
  • Spending in the final working years tends to drift up with income, which quietly moves the target away as fast as the portfolio approaches it.
  • A 45-year retirement is a different problem from the 30-year one behind the 4% rule, and sequence risk in the first decade is what usually breaks it.

Questions

What is FIRE?

Financial independence, retire early — building a portfolio large enough that a sustainable withdrawal covers your spending. At a 4% rate, $75,000 of spending needs $1.875m; at 3.5% it needs $2.14m.

How long does it take to reach financial independence?

It depends on the savings rate far more than the income. From zero at a 4.4% real return, saving 25% takes about 32 years, 50% about 17, and 65% about 11.

What savings rate do I need?

Whatever gets you there in an acceptable time. A 46% rate — spending $75,000 of $140,000 — is a common shape for a 15-year timeline. Below 20% the maths starts to resemble a conventional retirement date.

Is the 4% rule safe for early retirement?

It was derived for 30-year retirements, not 45-year ones. Many people planning to stop before 50 use 3% to 3.5%, which on $75,000 of spending is a target between $2.14m and $2.5m rather than $1.875m.

Can I access the money before retirement age?

Not always. Retirement accounts usually restrict withdrawals before a set age, so early retirees need a taxable bridge portfolio. Hitting the total without the right split leaves the money technically there and practically unavailable.

Does a higher income guarantee getting there faster?

Only if spending stays flat. Income rises are frequently absorbed by lifestyle, and every $5,000 of extra permanent spending both reduces annual saving and raises the target by $125,000 at a 4% rate.

Related tools

Sources

This calculator does arithmetic on the figures you enter. It does not account for tax, fees, or your personal circumstances.

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