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Nest Egg Projections

December 31st, 2012 at 04:35 pm

So here is a little thing I like to do at the end of the year. I take my retirement savings and project what they will be when I am 65 and 67. (My SS full-retirement age is 67. If it is possible, I will retire at 65.) I assume different average rates of return and see what I will have if I keep saving at my current rate, and if I stop saving.

Here are the results for my tax-deferred accounts:

And here are the results for my Roth:

What these tell me is that if I continue at my current savings rate and enjoy 7% returns, I will hit my targets of 600k tax-deferred and 150k Roth. If I don't earn 7%, or if I don't keep saving at my current rate, I will fall short.

My current savings rate is 2.4k into my Simple plus 1.4k of company match, and 3k into my Roth.

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