Retirement Corpus Calculator

Retirement planning has one hard question at its centre: how large a pot do you need on the day you stop earning? The answer depends less on your current expenses than on what those expenses become after decades of inflation, and on how long the money must last afterwards.

Enter your details
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yrs
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years
Corpus needed at retirement$3,640,929
Monthly expense then$15,335
Years to retirement28 yr
Real return in retirement1.89%

Why today's expenses are the wrong number

Spending 3,000 a month today does not mean needing 3,000 a month at retirement. At 6% inflation over 28 years, that same lifestyle costs about 15,300 a month. Planning around today's figure understates the requirement by a factor of five.

This calculator inflates your current expenses forward to your retirement date first, then works out the corpus required to sustain that inflated level for the whole of retirement.

The role of real returns

During retirement your corpus keeps earning while you draw from it, but inflation keeps raising what you need to draw. What matters is the real return: roughly your investment return minus inflation. Earning 8% with 6% inflation gives a real return near 1.9%, which is what genuinely sustains withdrawals.

Small changes to that gap move the required corpus enormously. Raising your assumed return by two points can cut the target substantially, which is exactly why conservative assumptions matter more here than anywhere else in personal finance.

What this deliberately leaves out

The figure excludes any state pension, employer pension or rental income you expect, so subtract the corpus equivalent of those before judging the gap. It also assumes constant real spending, whereas real retirements often cost more early on for travel and more later for healthcare.

Frequently asked questions

What inflation rate should I use?

Long-run averages are around 2 to 3% in developed economies and 5 to 7% in emerging ones. Healthcare, which grows as a share of spending in retirement, typically inflates faster.

How many years of retirement should I plan for?

Plan to at least age 85 to 90. Underestimating longevity is the most dangerous error in retirement planning, since running out of money at 82 has no remedy.

What return should I assume during retirement?

Usually lower than during accumulation, since portfolios shift toward safer assets. Something in the 6 to 8% range is a common planning figure.

Does this include my pension?

No. Calculate the corpus needed for total expenses, then subtract the value of guaranteed income streams like state or employer pensions to find your actual savings gap.

How much should I be saving each month to get there?

Take the corpus figure into our SIP calculator, enter your years to retirement and expected return, and solve for the monthly investment required.

Is the 4% rule a shortcut for this?

It is a useful sanity check: multiply desired annual expenses by 25. That assumes lower inflation than many markets experience, so treat it as a floor rather than a target.