Retirement Corpus Calculator

This calculator estimates the retirement corpus you'll need, by inflating your current expenses to your retirement date, then finding the lump sum that can sustain that (inflation-adjusted) spending for the rest of your life.

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Formula

Step 1 — inflate today's expense to your retirement date:

Future Monthly Expense = Current Monthly Expense × (1 + inflation)years to retirement

Step 2 — find the present value of a level annuity in real terms, using the real rate of return:

Real Rate = (1 + post-retirement return) / (1 + inflation) − 1

Required Corpus = Annual Expense × [1 − (1 + real rate)−retirement years] / real rate

Worked Example

A 30-year-old planning to retire at 60, spending ₹50,000/month today, expecting 6% inflation, 7% post-retirement returns, and living to 85:

  • Monthly expense at retirement (30 years of 6% inflation): well over ₹2,80,000/month
  • Required retirement corpus: several crore rupees

This large jump is why retirement planning needs to start early — inflation compounds over decades just as investment returns do.

How to Use

  1. Enter your current age and planned retirement age.
  2. Enter your current monthly expenses.
  3. Enter your expected inflation rate and expected post-retirement investment return.
  4. Enter your life expectancy (how many years of retirement to plan for).
  5. Read your projected monthly expense at retirement and the total corpus required.
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