Calculator Hub  ·  Investing & Retirement

Plan the number that buys your time back.

8 free calculators for FIRE planning, retirement projections, compound growth, and the hidden costs that quietly eat returns.

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By WealthDelay Editorial · Reviewed for accuracy on June 13, 2026 · ✓ Based on the Trinity Study, SEC fee data, and SPIVA index research

The Three Numbers That Drive Every Retirement Plan

Retirement planning sounds complicated, but it really comes down to three numbers: how much you need (your FIRE number), how fast your money grows (your rate of return, net of fees), and how much time it has to compound. Every calculator in this hub answers a question about one of those three.

The 25x-expenses FIRE number comes from the 1998 Trinity Study, which tested historical market data to find a withdrawal rate unlikely to deplete a portfolio over a 30-year retirement — commonly cited as ~4% annually, i.e. 25x expenses. The U.S. Securities and Exchange Commission's investor.gov tools and S&P Dow Jones Indices' SPIVA reports ground the fee and index-fund comparisons in this hub.

The single most important variable most people underestimate is time. The Compound Interest: Early vs Late calculator exists specifically to make that gap visible.

Compare the 8 Investing Calculators

CalculatorWhat it answersBest for
FIRE NumberHow much you need invested to retire on your termsAnyone planning early retirement
Retirement Wealth EstimatorProjected portfolio value at retirement ageLong-range retirement planning
Compound Interest: Early vs LateThe cost of delaying investing by N yearsAnyone weighing "start now vs later"
401(k) ContributionGrowth impact of contribution % and employer matchEmployees with a 401(k)
Investment Fee DragLifetime cost of high expense ratiosAnyone comparing fund fees
Index Fund vs Stock PickingOutcome comparison between passive and active investingNew investors choosing a strategy
Inflation & Savings ErosionHow inflation erodes uninvested cash over timeAnyone holding large cash balances
Side Hustle Investment ValueWhat side income becomes if invested instead of spentFreelancers and side-hustlers

All 8 Calculators

01 · Investing
FIRE Number
The portfolio size that buys your freedom.
02 · Investing
Retirement Wealth Estimator
Project your portfolio at retirement age.
03 · Investing
Compound Interest: Early vs Late
The real cost of waiting to start.
04 · Investing
401(k) Contribution
See your match and growth side by side.
05 · Investing
Investment Fee Drag
What "just 1%" really costs over decades.
06 · Investing
Index Fund vs Stock Picking
Compare passive vs active outcomes.
07 · Investing
Inflation & Savings Erosion
What inflation quietly does to cash.
08 · Investing
Side Hustle Investment Value
Turn extra income into long-term wealth.

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Common Questions

What is a FIRE number?
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Your FIRE (Financial Independence, Retire Early) number is the portfolio size that lets you withdraw enough each year to cover expenses indefinitely. It's commonly estimated as 25x your annual expenses, derived from the 4% rule originating in the 1998 Trinity Study on safe withdrawal rates.
Why does starting investing 10 years earlier matter so much?
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Compound growth is exponential, not linear. Money invested in your 20s has 10+ more years to compound than money invested in your 30s, even at the same contribution amount. The Compound Interest: Early vs Late calculator quantifies this gap directly using the same starting balance and rate.
How much do investment fees really cost over time?
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A seemingly small difference — say 1% vs 0.05% expense ratio — compounds against your balance every year for decades. The SEC's investor.gov tools and our Investment Fee Drag calculator both show this can cost tens of thousands of dollars over a multi-decade investing horizon.
Should I pick individual stocks or index funds?
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Index funds track a broad market (like the S&P 500) and have historically outperformed the majority of actively managed funds and individual stock pickers over long horizons, per S&P Dow Jones Indices' SPIVA reports. The Index Fund vs Stock Picking calculator lets you compare outcomes under different assumptions.
Disclaimer: For educational purposes only. Not financial advice. Projections use historical averages and are not guaranteed. Individual results will vary. Consult a qualified financial advisor before making financial decisions.