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by ameister14 4916 days ago
Ok, well let's break this down for you. This isn't terribly accurate but it should give you a place to start.

It's not unreasonable to expect an average 8% return on your money if you put it in the stock market and hold it there for the next 50 years, particularly if you just track indexes.

So assuming an 8% return, and no inflation, how much would you need to live on 72k a year? 900k. Oh, wait, you're going to pay capital gains tax. At current rates (these will change) you need around 85000. That means 1.062 million.

Inflation exists. So, let's say that averages 5% a year. No problem, you make a percentage return too. You're just going to have to live on a real value of 7.6% return on investment, which moves your starting bankroll up to around 1.12 million.

You're going to want more than that, though; medical expenses, buying a house or car, college for children etc. will clean you out.

But let's say none of that applies to you. If you start working at 18 making 100k a year and using 72k of it to live on each year, after taxes you're in debt already.

So, cut back on the living expenses and say you live in a small efficiency and use about 2k a month. You can conceivably save 40-50k a year this way. It'll only take you 23 years or so to make the amount you need if everything goes perfectly, you never have a girlfriend or go out to bars and you're conscientious about saving.

Now, this time can be lessened if you have a matching 401k or something, but the return will be lower as well and there are liquidity issues there, so I didn't have that included as an option.

So do the math yourself on cost benefit. Use average salaries as a guide and recognize that money is only a small part of the reason people go to college.

2 comments

Did you factor in compounded interest with dividends and annual additions? Over 50 years that will not be insignificant.
I didn't because I wanted to get the barest estimate first to give him a general starting point. I also didn't factor inflation into the principal; whoops on the latter.
thank you for your reply, can you re-do that with my correction of 6000 a year instead of per month?
How are you going to manage that? Do you pay no living expenses? I think 2k a month is a pretty reasonable estimate for comfortable bare-bones living in the USA. Utilities, rent, internet, food, clothing, gas, car insurance...all these things add up to more than 6000 a year.
no car, food<100$ a month, living with room mates.
Less than $100 a month on food? Is this even possible (I'm not from the US) without serious malnutrition?
and you're planning on living that same lifestyle till you're 35?
yep. ideally i would get some passive income from somewhere but if not, then yea, i think i could do it. Mostly i want to know if its possible before i attempt it.
I'm a 30 year old going back to college and living with a roommate to save money. It sucks, and the older you get, the more it sucks. Just FYI.