EUR/USD$ 1.1793+0.92%GBP/USD$ 1.3569+1.09%JPY/USD$ 0.006295+0.04%CHF/USD$ 1.2805+1.25%CNY/USD$ 0.1467+0.28%AUD/USD$ 0.7122+1.13%CAD/USD$ 0.7268+0.62%BRL/USD$ 0.2007+2.36%MXN/USD$ 0.0580+1.21%KRW/USD$ 0.000680+0.61%
Interactive Tool

Freedom Fund Calculator

Calculate your Financial Independence number and discover when you can retire on your own terms.

How much you want to live on each month in retirement

Total value of your investments today

Conservative: 5-6%, Moderate: 7-8%, Aggressive: 9-10%

Your FI Number

$1,200,000

Based on the 4% rule ($48,000/year)

Required Monthly Investment

$1,128/month

for the next 25 years to reach your goal

Current Progress

4.2%

On Track

You're on a solid path. Consistent effort will get you there.

Projected FI Date: April 2051

The Math Behind Your FI Number

Annual Income Needed

$48,000

Multiply by 25

× 25

(The 4% Safe Withdrawal Rate)

Your FI Number

$1,200,000

What is the 4% Rule?

The 4% rule states that you can safely withdraw 4% of your portfolio each year in retirement without running out of money. Your FI Number is calculated as 25 times your annual expenses (because 1/25 = 4%).

How to use this tool

Input your dream retirement income and current savings. The calculator shows your FI Number and required monthly investments. Don't worry if the numbers seem high—this is about building a realistic plan, not instant perfection.