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Retirement

Early Retirement: What It Actually Takes to Retire Before 60

5 min read  ·  Updated 2024  ·  CalcWise Editorial Team

Early retirement is achievable — but it requires a fundamentally different approach to savings and spending than conventional financial planning assumes. Here's what the math actually looks like.

The Core Equation: Savings Rate

The single most important variable for early retirement isn't income — it's your savings rate. How much of your take-home pay you save each month determines how fast you reach financial independence.

Savings RateYears to Retirement
10%~40+ years
25%~32 years
50%~17 years
65%~11 years
75%~7 years

Assumes 5% real investment returns and 4% withdrawal rate.

The FIRE Number

Your target is 25× your annual expenses. To retire at 45, you need your portfolio to be 25 times what you spend per year. Lower spending has a double effect: you save faster AND need less to retire.

Cutting annual spending from $60,000 to $40,000 saves $20,000/year AND reduces your FIRE number by $500,000.

Early Retirement Risks to Plan For

Calculate Your FIRE Number

Use our retirement calculator to map out your path to early retirement.

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