Retire at 66 instead of 65
Work one additional year
+$146,266
at retirement
Plan the lifestyle you want and see how much you need to save to make it happen.
Years until retirement
30
years
What do you spend per month today? This should be your after-tax, take-home spending.
Estimate how your monthly spending will change in retirement, in today's dollars.
Mortgage paid off, downsizing, or rent changes.
More travel, hobbies, family visits, or experiences.
Medical, dental, long-term care, or insurance changes.
Gifts, taxes, family support, or any other changes.
$4,300 /month
Today's dollar estimate
$51,600/year
Your retirement lifestyle cost before inflation.
Estimated retirement tax assumption
8.2%
Based on 2026 federal single-filer brackets, with the standard deduction applied.
Estimated future spending needed
$9,287/month
Assumes 2.6% annual inflation through age 65.
Simplified pre-tax withdrawal model. State tax, Social Security, Roth withdrawals, and itemized deductions are not included.
Your additional savings are assumed to grow at 7.0% annually until retirement.
Not sure if your plan allows it? The Mega Backdoor Roth Calculator can help you check.
Small changes can make a big difference.
Work one additional year
+$146,266
at retirement
From 8% to 9% of salary
+$188,922
at retirement
$500 less per month in retirement
+$323,975
at retirement
Use Mega Backdoor Roth
Save extra after-tax money in your 401(k)
+$483,576
at retirement
Go to Mega Backdoor Roth CalculatorThis planner is an estimate based on your inputs and simplified assumptions. Results are not guaranteed.