FIRE Calculator

Calculate your Financial Independence Retire Early (FIRE) number, discover when you can retire, and explore different FIRE strategies to achieve your goals.

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Your Financial Information

18 years80 years
years
05,000,000
0500,000
0300,000

Scenario Manager

0/10 saved
Tip: Save different scenarios (e.g., "Conservative", "Optimistic", "Best Case") to compare them side-by-side and make informed decisions.

📊 Save & Compare Scenarios (Legacy)

Save your current inputs to compare different FIRE strategies (e.g., "Current Plan", "Aggressive Savings", "Early Retirement")

Your FIRE Results

FIRE Number

$1,125,000

Amount needed to retire

Years to FIRE

14.7 years

At current savings rate

FIRE Age

50

When you can retire

Savings Rate

44%

$2,917/month

Progress to FIRE9%
$100,000$1,125,000

📊 Insights & Recommendations

  • Coast FI is within reach! You need $47,788 more to stop contributing and still retire at 65.

🎯 FIRE Milestones

Started the Journey
10% FI
$112,500
0.3 years (age 35)
Quarter FI
25% FI
$281,250
3.9 years (age 39)
Half FI
50% FI
$562,500
8.5 years (age 43)
Three-Quarter FI
75% FI
$843,750
11.9 years (age 47)
Almost There
90% FI
$1,012,500
13.7 years (age 49)
Full FIRE
100% FI
$1,125,000
14.7 years (age 50)

FIRE Strategy Comparison

Lean FIRE

Minimalist lifestyle (62.5% expenses)

Target:$703,125
Years:10.3
Age:45
$28,125/year

Regular FIRE

Current lifestyle maintained

Target:$1,125,000
Years:14.7
Age:50
$45,000/year

Fat FIRE

Luxury lifestyle (2.5x expenses)

Target:$2,812,500
Years:25.3
Age:60
$112,500/year

Coast FIRE

Stop saving, let it grow

Target:$147,788
Years:1.2
Age:36
Retire at 65 with no more saving

Barista FIRE

Part-time work covers 25%

Target:$843,750
Years:11.9
Age:47
Need $938/mo income

Portfolio Growth Projection

Your portfolio will reach $1,125,000 at age 50

How Savings Rate Affects Time to FIRE

Key Takeaway: Increasing your savings rate has a dramatic impact on how quickly you can achieve FIRE. Every 10% increase in savings rate can shave years off your journey.

What is FIRE?

FIRE stands for Financial Independence, Retire Early. It's a lifestyle movement focused on extreme savings and investing to achieve financial independence much earlier than traditional retirement age (65). The core principle: save and invest aggressively (typically 50-70% of income) so your investments can support your living expenses indefinitely.

The Power of FIRE

By saving 50% of your income, you could potentially retire in just 17 years. At 60% savings, that drops to ~12 years. Compare this to traditional retirement planning at 10-15% savings, which takes 40+ years. Use our budget planner to find ways to increase your savings rate and track your progress with our net worth tracker.

The 4% Rule Explained

The 4% Rule is the foundation of FIRE calculations. It states that you can safely withdraw 4% of your portfolio annually in retirement (adjusted for inflation) with a very high probability of not running out of money over a 30+ year retirement.

Example Calculation

Annual Expenses: $40,000

FIRE Number = $40,000 ÷ 0.04 = $1,000,000

With $1 million invested, you can withdraw $40,000/year (4%) to cover your expenses while your portfolio continues growing at ~7% annually (after inflation).

FIRE Strategies Explained

Lean FIRE

Minimalist lifestyle with lower annual expenses (typically $25k-$40k/year). Requires less money to retire but demands frugal living. Best for those who value simplicity and minimal material possessions.

Regular FIRE

Traditional FIRE approach maintaining your current lifestyle ($40k-$100k/year). Balanced between comfort and early retirement. Most common FIRE target for middle class.

Fat FIRE

Luxury retirement with higher spending ($100k+/year). No compromises on lifestyle, travel, or comfort. Requires significant wealth accumulation but offers maximum freedom.

Coast FIRE

Save enough early that investment growth alone will reach your FIRE number by age 65, without additional contributions. You can stop saving and work less stressfully knowing retirement is secured.

Barista FIRE

Semi-retirement with part-time work covering living expenses while your portfolio grows untouched. Popular for those wanting health insurance benefits (Starbucks, Costco) or social connection from work.

Why the 25x Rule Works

The "multiply by 25" rule comes from inverting the 4% withdrawal rate:

  • • If you withdraw 4% per year: 1 ÷ 0.04 = 25
  • • This assumes your investments grow at least 7% annually (covering 4% withdrawal + 3% inflation)
  • • Your principal remains intact or continues growing
  • • Based on historical stock market performance since 1926

The Trinity Study

The 4% rule is based on the Trinity Study, landmark research published in 1998 analyzing historical portfolio performance from 1926-1995. Key findings:

  • 4% withdrawal rate: 95% success rate over 30 years (75% stocks / 25% bonds)
  • 3% withdrawal rate: Nearly 100% success rate over 30+ years
  • Higher stock allocation: Generally better long-term outcomes
  • Study was updated in 2011 and validated through the 2008 financial crisis

How to Accelerate Your FIRE Journey

1. Increase Your Savings Rate

The single most powerful factor. Every 10% increase in savings rate can shave 5-10 years off your FIRE timeline. Use our budget planner to find areas to cut expenses and increase income (side hustles, career advancement).

2. Optimize Your Investments

Max out tax-advantaged accounts (401k, IRA, HSA). Use low-cost index funds (0.05% expense ratio vs 1%+ saves thousands). Calculate your returns with our compound interest calculator to see the power of consistent contributions. Maintain high stock allocation (80-100%) for growth during accumulation phase.

3. Reduce the Big Three

Housing, transportation, and food typically account for 60-70% of expenses. Use our budget planner to analyze these categories. House hacking, biking/public transit, and home cooking can dramatically increase your savings rate without feeling deprived.

4. Consider Geo-Arbitrage

Your FIRE number depends entirely on your expenses. Living in a lower cost of living area (or country) can cut your FIRE number in half, meaning you reach FIRE twice as fast.

Methodology & Sources

Our FIRE calculator is based on academically validated research and historical market data:

Trinity Study (1998)

The foundational research establishing the 4% safe withdrawal rate based on historical portfolio performance from 1926-1995.

Source: AAII Journal - Retirement Savings: Choosing a Withdrawal Rate That Is Sustainable

Updated Trinity Study (2011)

Revalidated the 4% rule through the 2000 dot-com crash and 2008 financial crisis, confirming the safety of the withdrawal rate.

Source: Updated Trinity Study PDF

Bengen's Research (1994)

William Bengen's original research that first identified the 4% rule using historical data from 1926-1976.

Source: Determining Withdrawal Rates Using Historical Data

Vanguard Research - Asset to Income

Modern validation of withdrawal rate strategies and portfolio management in retirement.

Source: Vanguard - From Assets to Income

Historical Market Returns

S&P 500 real returns (after inflation): 7% annually from 1926-2023. Used as default expected return rate.

Source: NYU Stern - Historical Returns on Stocks, Bonds and Bills

FIRE Community Resources

Additional methodologies and real-world FIRE implementation strategies from leading FIRE blogs and communities.

Disclaimer: This calculator provides educational estimates based on historical data and academic research. Past performance does not guarantee future results. Actual investment returns, inflation, and life circumstances vary. Consider consulting a financial advisor for personalized retirement planning.

📊 Historical Market Data Sources

S&P 500 Historical Returns:

• Average annual return (1926-2024): ~10% nominal, ~7% inflation-adjusted
• Standard deviation: ~20% (indicating significant year-to-year volatility)
→ Source: NYU Stern - Historical Returns on Stocks, Bonds and Bills

Dividend Yields:

• S&P 500 average dividend yield: 1.5-2.0% (as of 2024-2025)
• Historical dividend growth rate: ~5.9% annually (1960-2024)
→ Source: S&P Dow Jones Indices

Bond Returns:

• 10-Year Treasury bonds: ~5% average annual return (1926-2024)
• Corporate bonds (investment grade): ~6% average annual return
→ Source: NYU Stern - Corporate Finance Data

Inflation Rate:

• Long-term average: ~3% annually (1926-2024)
• Recent (2020-2024): 2-8% range with 2022 peak at 8%
→ Source: Bureau of Labor Statistics - Consumer Price Index

Important: Past performance does not guarantee future results. Market returns vary significantly year-to-year. These are long-term historical averages.

Frequently Asked Questions

Common questions about the FIRE Calculator

FIRE (Financial Independence Retire Early) is a movement focused on extreme savings (typically 50-70% of income) and investing to retire decades earlier than traditional retirement age. It works by building a portfolio large enough that the 4% safe withdrawal rate covers your annual expenses indefinitely, allowing your investments to support your lifestyle without traditional employment.

💡 Emergency Fund Guidelines & Sources

Recommended Savings: 3-6 Months of Expenses

Financial experts recommend saving 3-6 months of essential expenses as an emergency fund. Those with variable income or single-income households should aim for 6-12 months.
→ Source: Consumer Financial Protection Bureau (CFPB)

Americans Struggle with Emergency Savings:

According to Federal Reserve data, 40% of Americans would struggle to cover a $400 emergency expense using cash or savings.
→ Source: Federal Reserve - Economic Well-Being of U.S. Households (2023 Report)

Job Loss Duration:

The median time to find new employment ranges from 8-20 weeks, varying by industry, location, and economic conditions.
→ Source: Bureau of Labor Statistics - Unemployed Persons by Duration

High-Yield Savings Accounts:

As of 2024-2025, high-yield savings accounts (HYSA) offer approximately 4.0-4.5% APY, significantly higher than traditional savings accounts (~0.01-0.5%).
→ Source: FDIC - National Rates and Rate Caps

Tip: Keep emergency funds in liquid, FDIC-insured savings accounts for easy access. Don't invest emergency funds in stocks or bonds.

⚠️ Important Disclaimer

This FIRE Calculator provides estimates for educational and informational purposes only. Actual results may vary significantly based on individual circumstances, market conditions, regulatory changes, and other factors beyond the scope of this calculator.

The calculations and projections provided are based on assumptions and historical data that may not reflect future performance.Past performance does not guarantee future results.

This tool is not financial advice, tax advice, legal advice, or investment advice. For personalized guidance tailored to your specific situation, please consult with qualified professionals including:

  • Certified Financial Planner (CFP)
  • Certified Public Accountant (CPA) for tax matters
  • Licensed attorney for legal matters
  • Registered Investment Advisor (RIA) for investment decisions

Data Accuracy: All data sources, statistics, and rates were verified as accurate as of October 2025. Tax rates, market conditions, and other financial data change over time. Always verify current rates and consult official sources.

No Warranties: While we strive for accuracy, we make no warranties or guarantees regarding the accuracy, completeness, or reliability of any information provided. Use this tool at your own risk.