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Financial independence target
Set a pot target from spending and see the gap from what you have.
Illustrative result
£610,000.00 still to fund
- Target pot
- £700,000.00
- Gap
- £610,000.00
Assumptions
- The target is spending divided by the withdrawal rate. Pensions and investments are your figure. They are not counted twice if you included each once.
Questions
Should the house be included?
Only if you would sell it and invest the proceeds. A home you live in does not pay the spending.
Use this in your own plan
The result stays in your browser. Create an Aldoraun account if you want to keep a budget, accounts and a cashflow forecast.
Related calculators
Estimates only. Tax and repayment rules can change, and this is not financial, tax or pension advice.
Still to fund£610,000.00See breakdown