Go Deeper

Estimate Your Retirement Lifestyle Cost

Turn your everyday spending into a real retirement target, either with a quick percentage estimate or a detailed, category-by-category budget.

Two ways to estimate your retirement expenses

A common rule of thumb is that retirees spend somewhere between 70% and 90% of their pre-retirement budget, since some costs (commuting, work clothes, retirement contributions) tend to shrink while others (health care, travel, hobbies) can grow. If you already know your current monthly budget, you can apply a percentage like this to get a fast estimate.

If you want more precision, you can instead build your retirement budget from the ground up, category by category. This takes a bit more time but produces a number that reflects your actual expected lifestyle rather than a general rule of thumb.

Either way, the result feeds into the same 4% rule math from your quick snapshot: your estimated annual retirement spending, divided by your chosen withdrawal rate, gives you a target retirement balance.

Two ways to run the numbers

Try the calculator

Pick the calculation below that matches how much detail you want to go into.

$
Many people spend somewhat less in retirement. 80% is a common starting point, but you can adjust it.

Your estimate

$4,800
estimated monthly retirement expense
$57,600
estimated annual retirement expense
$1,440,000
retirement balance needed
Based on 80% of your current budget and a 4% withdrawal rate.
This is a quick estimate. The itemized option can give you a more personalized number.
Running monthly total $0

Housing & Utilities

$
$
$
$

Daily Living

$
$
$
$

Transportation

$
$

Health & Insurance

$
$

Lifestyle

$
$

Taxes & Buffer

$
$

Your estimate

$0
total annual retirement expense
$0
retirement balance needed
Based on a 4% withdrawal rate applied to your itemized monthly total.
Leave any category at $0 if it doesn't apply to you. This estimate does not account for taxes beyond what you enter, inflation, or market variability.

Ready to see the fuller picture?

Add account details, growth assumptions, and inflation to model your plan over time.

See the full picture Schedule a planning conversation