Finance Calculators

FIRE Number Calculator

Enter your expected annual spending in retirement and a withdrawal rate (the classic default is 4%), and the calculator gives your FIRE number — the portfolio size that makes work optional. Add your current savings, monthly contribution, and expected return to see how many years away it is and the calendar year you'd cross the line.

FIRE number = annual expenses ÷ withdrawal rate. Assumes steady returns and constant saving — real sequences vary. Estimates only, not financial advice.

The FIRE number formula

FIRE number = annual expenses ÷ withdrawal rate — at 4% that's simply expenses × 25. Spending $50,000 a year means a target of $1,250,000. The logic comes from the Trinity study: a portfolio of stocks and bonds has historically survived 30-year retirements at a 4% initial withdrawal rate with high probability. Want more margin, or a retirement longer than 30 years? Use 3.5% (× 28.6) or 3.25% — the calculator lets you set any rate.

Years to FIRE — the worked example

Starting from $100,000, saving $1,500/month at 7% returns, the $1.25M target arrives in about 20 years and 8 months. Two levers move that date far more than investment skill: your savings rate and your expenses. Cutting $500/month of permanent spending does double duty — it adds $500 to savings AND lowers the target itself by $150,000 (at 4%), which is why the FIRE community obsesses over expenses rather than stock picks.

Rules of thumb worth knowing

Savings rate maps to working years almost mechanically: at a 10% savings rate, retirement is ~50 working years away; at 25%, ~32 years; at 50%, ~17; at 65%, ~10 (assuming ~5% real returns). Also budget honestly for the expenses your job currently hides — health insurance before Medicare is the big one for early retirees — and remember the target is in today's dollars, so keep contributions rising with inflation.

How to use this calculator

Start with your expected annual spending in retirement — in today's dollars, and honest about the costs your job currently hides, like health insurance before Medicare. Set a withdrawal rate (4% for a standard 30-year retirement, 3.25-3.5% for a longer early-retirement horizon), and the calculator returns your FIRE number. Add your current invested savings, monthly contribution, and an expected real return of around 5% to see how many years away the target is. Then experiment: cutting annual spending does double duty, lowering the target and raising your savings rate at once, which moves the date more than any plausible change in investment returns. That's why the FIRE community focuses on expenses and savings rate rather than stock picking.

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FAQ

Is the 4% rule safe for retiring in my 30s or 40s?

The original research covered 30-year retirements; a 50-year horizon has more ways to fail. Many early retirees use 3.25-3.5% instead, or plan flexible spending - cutting withdrawals in bad market years dramatically improves survival odds.

Should I use pre-tax or after-tax expenses?

Estimate the actual annual spending you'll need, then add expected taxes on withdrawals - traditional 401(k)/IRA money is taxed on the way out, Roth is not. Many retirees find their effective tax rate is far lower than during working years.

Does the FIRE number include my house?

No - the number is invested assets that generate withdrawals. A paid-off house helps by lowering your annual expenses (which shrinks the target), but home equity itself doesn't pay the bills unless you sell or borrow.

What return assumption should I use?

7% nominal (roughly 5% after inflation) is a common planning figure for a stock-heavy portfolio. Since the FIRE target is in today's dollars, using a real return of about 5% and today's expenses keeps everything consistent.

Is my data stored anywhere?

No. The calculator runs entirely in your browser - nothing you type is sent to a server.

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