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Savings & Investment Guide

The Power of Compound Interest & The 4% Retirement Rule

Understand exponential wealth growth, the Rule of 72, and how safe withdrawal rates preserve your portfolio in retirement.

How Compounding Works

Compound interest is earning interest on interest. When you invest $10,000 at a 7% annual return, you earn $700 in year one. In year two, you earn 7% on $10,700 ($749), accelerating your wealth accumulation exponentially.

The Rule of 72

To quickly estimate how many years it takes to double your money, divide 72 by your expected rate of return:

  • 7% Return Rate: 72 / 7 = ~10.2 years to double portfolio value.
  • 10% Return Rate: 72 / 10 = ~7.2 years to double portfolio value.

The 4% Safe Withdrawal Rule

In retirement planning, the 4% Rule suggests withdrawing 4% of your total retirement nest egg in your first year of retirement (adjusting annually for inflation). Historically, a 4% withdrawal rate maintains your portfolio for 30+ years without depleting capital.

Calculate Compound Growth

Visualize your long-term compound interest schedule over 10, 20, or 30 years:

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