RetirementMetric Scenario Guide
How Much Do You Need Invested for $15,000 a Month?
How Much Do You Need Invested for $15,000 a Month?. Compare concrete planning scenarios, assumptions and next steps with RetirementMetric calculators.
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Portfolio needed for $15,000 per month
$15,000 monthly equals $180,000 annually before taxes. Dividing that need by different withdrawal rates gives a useful planning range.
| Withdrawal rate | Portfolio |
|---|---|
| 3% | $6,000,000 |
| 4% | $4,500,000 |
| 5% | $3,600,000 |
Subtract other income first
If Social Security or a pension covers part of your target, your portfolio only needs to fund the remaining gap. That can reduce the required balance substantially.
Run your numbers
Use RetirementMetric’s calculator to replace these illustrations with your actual balance, contribution, return and timeline.
Open the calculator →Educational illustration only, not individualized financial, tax or investment advice. Investment returns are not guaranteed.