How Much Should I Have Saved by 30, 40, and 50?
2024-03-01
Educational content only. Rules and tax laws change over time; verify official sources.
Am I on track? It's the question everyone asks. Here are data-backed benchmarks for every age - and what to do if you're behind.
The Quick Benchmarks
These are based on having roughly 25x your annual expenses by age 65:
- By 30: 1x your annual salary saved
- By 40: 3x your annual salary saved
- By 50: 6x your annual salary saved
- By 60: 8x your annual salary saved
- By 67: 10x your annual salary saved
Why These Numbers?
At a 15% savings rate with 7% returns, these milestones put you on track for a retirement where you can replace about 80% of your pre-retirement income.
But My Salary Changed...
Use your current salary for these calculations. If you made $50k in your 20s but now make $100k, compare against $100k.
What If I'm Behind?
Don't panic. Here's the recovery playbook:
- Increase savings rate: Every 1% increase in savings can reduce retirement age by months
- Maximize employer match: It's literally free money
- Consider working longer: Each extra year adds savings AND reduces the years you need to fund
- Reduce planned retirement spending: A 10% cut to expenses means 10% less you need saved
What If I'm Ahead?
You have options:
- Retire earlier than 65
- Maintain lifestyle and have more margin for error
- Plan for a more comfortable retirement
- Support family members or charitable causes
Find Your Personal Number
These are general guidelines. Your actual number depends on your expenses, location, and goals. Use our calculator to find yours.
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