Retirement Projection

Project retirement savings using compound growth, calculate required contributions, and determine safe withdrawal rates.

This skill projects retirement savings using compound growth modeling with adjustable return and inflation assumptions. It guides AI agents through calculating required monthly savings to reach a target, modeling the impact of different return assumptions, and determining safe withdrawal rates in retirement. Part of the openaccountant suite of 44 free open-source financial skills. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.

Compatible Agents

Use Cases

• ✓Project retirement savings at target age
• ✓Calculate required monthly savings to retire
• ✓Model impact of different return assumptions
• ✓Determine safe withdrawal rate in retirement

Trigger Phrases

How to Install

Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.

Requirements

• Claude or equivalent
• Current savings and monthly contribution
• Target retirement age and lifestyle expenses

Technical Details