Retiree Benefits - Search Videos

How to Figure Out Your Retirement Number in 5 Steps

Want to know how much you really need to retire? Start here: 1️⃣ Calculate your annual expenses 2️⃣ Multiply by 1.15 to build in a margin 3️⃣ Subtract expected Social Security or pension 4️⃣ Multiply what’s left by 25 (aka the 4% rule baseline) 5️⃣ Invest accordingly based on time horizon + risk tolerance Your number isn ...

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