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Old 06-27-2023, 10:54 AM   #254
Slava
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Join Date: Dec 2006
Location: Calgary, Alberta
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Quote:
Originally Posted by opendoor View Post
But like I said, you wouldn't have needed to save 20% or have any kind of employer matching. The numbers are based on saving 11%, which is about what teachers contribute now.

And yeah, $55K is generous. I went with that because the backtesting relies on inflation-adjusted contributions, so I just reduced the salary by inflation as well. But even if the contributions are reduced to account for lower early career earnings (which would put them at about 8-9% contributions in the later years), it doesn't change things all that much; it still ends up over $1M.

And the same largely holds true over other periods assuming you invest 9-11% of income over the period (numbers assume salary was equivalent to $100K today):

1975-2005: $1.4M in today's dollars; enough to cover ~65% of pre-retirement income

1980-2010: $1M in today's dollars; enough to cover ~45% of pre-retirement income

1985-2015: $1.2M in today's dollars; enough to cover ~55% of pre-retirement income


So over the last 50 years, it would have been relatively simple for anyone to set themselves up for 50% of their pre-retirement income if they were able to save the amount that teachers are currently required to contribute to their pension plan.
Yeah and for most people the rule of thumb is ~10% for long-term savings, so that's not surprising. Like I say, the point of this thread is discussing teachers who are at the end of their rope though...which is why we were talking about 20%.

Retirement planning in general for people is a different ballgame.
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