Retirement Projection: $500K Saved, $2,000/Month for 15 Years at 7%

With $500,000 already saved and $2,000 per month at 7% annual return, your projected retirement balance in 15 years is approximately $1.8 million.

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How to use this tool

Enter current retirement savings, monthly contribution, expected annual return and years until retirement in the fields above.
Results update instantly as you type — or click Calculate.
Read your projected nest egg and the full breakdown beneath it.

If you are 50 with $500,000 saved, discover how aggressive contributions can get you to a comfortable retirement by age 65.

Frequently asked questions

What is the 4% rule?: Research suggests retirees can withdraw 4% of their portfolio in year one, then adjust for inflation annually, with a high probability of the portfolio lasting 30+ years. It's a useful estimate, not a guarantee.
What return rate should I assume?: A diversified stock/bond portfolio has historically returned 6-7% after inflation over long periods. Use 5-7% for planning; stress-test with 3-4%.