Plan the gap between early retirement and penalty-free IRA access. See how much you need in taxable accounts to bridge the gap.
Bridge Period
4.5 years
Until retirement account access
Total Needed
$270,000
Current Savings
$200,000
Shortfall
$70,000
Monthly Need
$5,000
Annual Need
$60,000
Save monthly to close gap
$1,029
You need $70,000 more in your bridge account. Consider saving $1,029/mo over the next 5 years.
Alistair can analyze your situation in depth, remember your numbers, and give you a customized plan.
What Alistair will see:
Bridge Account: Retire at 55, bridge to 59.5, $60,000/yr expenses.
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