CalcAtlas

FIRE & Investment Compound Interest Calculator

Model monthly investing with compound growth, salary increases and inflation, then see the age at which your portfolio can safely cover your annual spending.

All calculations run locally in your browser. No data is uploaded.
Last updated: 2026-08-12

Your assumptions

$1,500
$0$10,000

Results

Behind your target age

FIRE number

$900,000

Annual spending ÷ withdrawal rate, in today's money.

Financially independent at

61 yrs

Time to independence: 29 years

Portfolio at target age

$893,870

In today's money: $573,119

Investment growth

$2,030,794

82% of the final portfolio comes from compounding

Coverage of the FIRE number64%

Total contributed

$435,422

Sustainable annual income

$22,925

Monthly saving needed to hit the target on time

$2,933

Portfolio projection

Year by year

AgeBalanceReal value
33$72,070$70,313
34$96,057$91,429
35$122,102$113,384
36$150,356$136,215
37$180,982$159,962
38$214,154$184,665
39$250,059$210,366
40$288,894$237,109
41$330,875$264,941
42$376,230$293,910
43$425,203$324,066
44$478,057$355,462
45$535,073$388,153
46$596,551$422,195
47$662,813$457,650
48$734,203$494,578
49$811,091$533,045
50$893,870$573,119
51$956,441$598,280
52$1,023,392$624,546
53$1,095,029$651,966
54$1,171,682$680,588
55$1,253,699$710,468
56$1,341,458$741,659
57$1,435,360$774,220
58$1,535,835$808,210
59$1,643,344$843,692
60$1,758,378$880,732
61$1,881,464$919,399
62$2,013,167$959,763
63$2,154,089$1,001,899
64$2,304,875$1,045,884
65$2,466,216$1,091,801

Frequently asked questions

How the maths works

The projection compounds monthly and separates nominal currency from real purchasing power, because a portfolio that doubles while prices double has not made you richer.

  1. 1Convert the annual return r into a monthly rate: rm = (1 + r)^(1/12) − 1.
  2. 2For every month: balance = balance × (1 + rm) + contribution.
  3. 3Increase the contribution once per year by the salary-growth rate.
  4. 4Deflate the balance to today's money: real = nominal ÷ (1 + i)^years, where i is inflation.
  5. 5FIRE number = annual spending ÷ safe withdrawal rate (4% → 25× spending).
  6. 6Inflate the target forward each year and report the first year the nominal balance clears it.

Returns are modelled as a smooth average. Real markets are volatile and sequence-of-returns risk matters in the first years of withdrawal — treat the output as a planning baseline, not a promise.

Everything you need to know

Why compounding beats contribution size over time

In the first years, almost all portfolio growth comes from the money you deposit. Somewhere between year ten and year fifteen — depending on the return you assume — the annual gain produced by the portfolio itself overtakes the annual contribution. From that point on, time in the market matters more than the size of each deposit.

This is why the chart shows contributions and total balance separately: the gap between the two lines is the part of your wealth that compounding built for you.

Reading the 4% rule correctly

The 4% safe withdrawal rate comes from the Trinity study and its successors, which tested historical 30-year retirements against a portfolio of stocks and bonds. It implies a FIRE number of roughly 25 times annual spending.

It is a heuristic, not a law. Longer retirements, lower expected returns, high fees or an early bear market all argue for a lower rate — 3.25% to 3.5% is a common conservative choice, which raises the target to roughly 29–31 times spending.

  • 4.0% → 25× annual spending
  • 3.5% → about 29× annual spending
  • 3.0% → about 33× annual spending
  • 5.0% → 20× annual spending, but with materially higher depletion risk

Inflation is the quiet variable

At 2.5% inflation, prices roughly double in 28 years. A portfolio target set in today's money must therefore be inflated to the year you actually retire, otherwise you will hit a nominal number that no longer buys the life you planned.

The calculator does both: the nominal line shows the balance you will literally see in your account, and the real line shows what it is worth in the prices you know today.