Financial Freedom Calculator
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Already know your goal? Track it with our software →
Phase 1 — How much do I need?
Annual expenses you want covered by passive income
The yearly amount you need to live without working
Annual inflation rate [%]
Estimated annual inflation in your country
Expected annual investment return [%]
Gross annual return expected from your investments
Income / dividend tax on passive income [%]
Tax rate when receiving dividends or passive income
Calculate →
Asset value needed (Scenario 1 — no profit tax)
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The amount needed if your capital is already post-tax
Asset value needed (Scenario 2 — including profit tax)
Capital gains / profit tax rate [%]
Tax you would pay when cashing out your investment vehicle
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E.g. if you built wealth through a business and need to cash it out
Now let's see how to get there →
Phase 2 — How do I get there?
In how many years do you want to reach this goal?
Your target investment horizon
Your current savings / starting balance
How much you already have saved or invested today
Monthly amount you can invest
How much you can consistently put away each month
Calculate required return →
You need an annual return of
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Want to track your financial freedom journey? Try our software