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When Can You
Retire Early?

Calculate your Financial Independence, Retire Early (FIRE) number and find out exactly when you can quit your job and live off investments.

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Quick Example: Path to FIRE

Your Situation

Current age:35 years old
Annual expenses:$60,000/year
Current savings:$100,000
Annual savings:$40,000/year

Your FIRE Results

FIRE Number (25x expenses):$1,500,000
Years to FIRE:15.8 years
Retirement age:51 years old
Safe Withdrawal Rate
4% ($60,000/year)

Based on the Trinity Study - 95% success rate over 30 years

What is FIRE?

Financial Independence, Retire Early (FIRE) is a movement focused on extreme saving and investing to retire decades earlier than traditional retirement.

The Goal

Accumulate enough invested assets (typically 25-30x your annual expenses) so you can live off 4% withdrawals indefinitely without running out of money.

The Strategy

Live below your means, maximize your savings rate (50%+ is common), invest in index funds, and optimize taxes to reach financial independence faster.

The Timeline

Depending on your savings rate, you can reach FIRE in 10-20 years. A 50% savings rate gets you there in ~17 years, 60% in ~12 years.

Types of FIRE

Choose the FIRE path that matches your lifestyle goals

Lean FIRE
$1M

$40k/year expenses

Minimalist lifestyle, frugal living, low expenses. Fastest path to FIRE.

Regular FIRE
$2M

$80k/year expenses

Comfortable middle-class lifestyle, moderate expenses, balanced approach.

Fat FIRE
$5M+

$200k+/year expenses

Luxurious lifestyle, high expenses, travel extensively, no compromises.

Barista FIRE
$0.8M

$32k/year + part-time

Part-time work covers expenses, investments provide security and health insurance.

The 4% Rule (Trinity Study)

The foundation of FIRE planning

How It Works

The Trinity Study (1998) found that withdrawing 4% of your portfolio annually (adjusted for inflation) has a 95% success rate of lasting 30+ years.

Formula: FIRE Number = Annual Expenses × 25

If you spend $60,000/year, you need $1,500,000 invested (60,000 × 25)

Success Factors

  • • 60% stocks / 40% bonds allocation
  • • Low-cost index funds
  • • Inflation-adjusted withdrawals
  • • Rebalance annually

Conservative Options

  • • 3.5% withdrawal = 28.5x expenses
  • • 3% withdrawal = 33x expenses
  • • Better for early retirees (40+ years)
  • • Lower risk of portfolio depletion

What Our Calculator Shows You

Your FIRE Number

Exact amount you need invested based on your annual expenses and withdrawal rate

Years to FIRE

Timeline showing when you'll reach financial independence based on savings rate

Safe Withdrawal Amount

How much you can withdraw annually without running out of money

Savings Rate Impact

See how increasing your savings rate dramatically shortens your timeline

Monthly Savings Goal

Exact monthly savings needed to hit your FIRE target date

Multiple FIRE Scenarios

Compare Lean FIRE, Regular FIRE, Fat FIRE, and Barista FIRE options

Frequently Asked Questions

Is 4% withdrawal rate safe?

The Trinity Study showed a 95% success rate over 30 years with a 60/40 portfolio. For longer retirements (40+ years), consider 3.5% or 3% for extra safety. Adjust withdrawals based on market performance.

What if I retire before 59.5? Can I access retirement accounts?

Yes! Use the Roth Conversion Ladder or 72(t) SEPP to access retirement funds penalty-free before 59.5. Many FIRE retirees use a combination of taxable accounts, Roth conversions, and strategic withdrawals.

How much should I save each month to reach FIRE?

It depends on your FIRE number and timeline. A 50% savings rate gets you to FIRE in ~17 years, 60% in ~12 years, 70% in ~8.5 years. Our calculator shows your exact monthly savings goal.

Should I pay off my mortgage before FIRE?

It depends on your interest rate and risk tolerance. Low-rate mortgages (<4%) can be kept while investing returns more. High-rate debt should be paid off. Many FIRE retirees keep mortgages for flexibility.

What about healthcare costs before Medicare?

Healthcare is a major expense from FIRE to age 65. Options include: ACA marketplace (with subsidies if MAGI is low), spouse's employer coverage, part-time work for benefits, health sharing ministries, or international living.

Can I really retire in my 30s or 40s?

Yes! Thousands have done it. The key is high income, low expenses, and aggressive saving (50%+ savings rate). It requires lifestyle optimization and investment discipline, but it's mathematically achievable.

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