• jaybone@lemmy.zip
    link
    fedilink
    English
    arrow-up
    3
    arrow-down
    1
    ·
    1 month ago

    I’m not quite at that level, but I’m getting there. My main concern would be health care. And that my house isn’t fully paid off. And with Trump manipulating the market, idk I get nervous. 2 million might work. But I know 1 million is for sure not enough, at least in the US.

      • WoodScientist@lemmy.world
        link
        fedilink
        English
        arrow-up
        2
        ·
        1 month ago

        We’re aiming for $2.5-$3 million in investment income. That’s based on two things:

        1. The median household incomes in the US is about $80,000.
        2. The safe indefinite withdraw rate in stock index funds is about 3%.

        (2) is based on the 3% rule, a common retirement planning tool. People have crunched the numbers on historic market returns, factoring in inflation, dividends, etc. 3% is about the amount you can safely withdraw each year while the principal will still remain steady through time, even after adjusting for inflation and crashes. It is the amount you use if you want to be reasonably certain you will not outlive your retirement income.