Want to retire by 50? Here's how much you need to save

Want to retire by 50? Here's how much you need to save

Published: 10th Dec 2024

By: Value Research

The journey to early retirement starts with a solid plan

If you're in your 30s and planning to retire in your late 40s, the thought of calculating how much you'll need can be overwhelming. Online calculators may feel too speculative, but there’s a more practical approach you can follow. Swipe to check:

Step 1: Start with your current annual expense

Let’s say your monthly expense is Rs 50,000. To get your annual expenses, multiply that by 12. In this case, your annual expense is Rs 6 lakh.

Step 2: Factor in inflation

Inflation is a real threat to your retirement goals, so you can’t ignore it. Assume an inflation rate of 6% per year. On factoring this, your Rs 6 lakh yearly expense will grow to Rs 10.74 lakh in 10 years.

Step 3: Estimate your total retirement corpus

Let’s say you plan to retire at 48 and expect to live until 80. You’ll need to cover 32 years of living expenses. Multiply Rs 10.74 lakh by 32, which gives you Rs 3.44 crore. That’s the estimated corpus you need to aim for.

Is it achievable?

Don't panic! This number is large, but by investing regularly and staying disciplined, you can build this corpus over time. It’s all about starting early and making smart decisions.

Where should you invest?

To build your retirement corpus, you’ll need to focus on equity investments. Debt options aren’t enough for long-term goals like retirement. For higher returns, equity mutual funds are the way to go.

To get a list of our analyst-recommended equity mutual funds for your retirement goals, subscribe to Value Research Premium.

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