Are You On Track?

Are you on track for retirement?

Fidelity Investments proposes the following milestones for your retirement accounts:

  • Age 35 – 1x Annual Income
  • Age 40 – 2x Annual Income
  • Age 45 – 3x Annual Income
  • Age 50 – 4x Annual Income
  • Age 55 – 5x Annual Income
  • Age 60 – 6x Annual Income
  • Age 67 – 8x Annual Income

Fidelity believes you’ll be on track with this formula, assuming:

  • you can live on 85% of your present income in retirement
  • you receive social security
  • you’re conservative in retirement investments (5.5% return)
  • you retire at 67
  • you die by age 92

Are you on track for retirement?

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