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Savings Rate Calculator — Years to Financial Independence

See your savings rate, the years until your nest egg can cover your spending using the 4% rule, and the recommended next moves.

Your numbers

Use after-tax (take-home) income. Savings = anything you do not spend: 401k contributions, IRA, brokerage, extra mortgage principal.

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How this is calculated

Savings rate = monthly savings / monthly take-home income x 100. Annual spend = (income - savings) x 12. FI number = annual spend x 25 (the 4% rule). Years to FI is computed by iterating: each year the balance compounds at the real-return rate and adds your annual contribution until it reaches the FI number. If current balance already covers FI, the answer is "you are there."

Map your path to FI

Get our printable FI Roadmap template — milestones, year-by-year projection, and tax-advantaged account checklist.

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Take it further

Printable trackers, deeper templates, and step-by-step playbooks.

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