compare_arrowsStrategy Comparison

Coast FIRE Number vs FIRE Number: Understanding the Math

Reference FIRE Number

$1.5M

Target Age

65

Monthly Needed

$600

The FIRE number is the total portfolio you need at retirement to sustain your lifestyle indefinitely — typically 25× annual spending (the 4% rule). For $5,000/month ($60,000/year) in spending, the FIRE number is $1,500,000. The Coast FIRE number is the present value of that $1,500,000 target — the amount you need invested today so that compounding carries it to $1,500,000 by your target retirement date with no additional contributions.

The calculation: Coast Number = FIRE Number ÷ (1 + r)^n, where r = expected real return and n = years until retirement. At 35 targeting retirement at 65 (30 years), with 7% real returns: $1,500,000 ÷ (1.07)^30 = $1,500,000 ÷ 7.61 = $197,000. So $197,000 invested at 35 grows to $1,500,000 by 65 at 7% returns — no additional contributions needed. $197K is the coast number; $1.5M is the FIRE number.

The gap between the coast number and the FIRE number shrinks as you approach retirement. At 35 (30 years to go), the coast number ($197K) is only 13% of the FIRE number ($1.5M). At 50 (15 years to go), the coast number ($543K) is 36% of the FIRE number. At 60 (5 years to go), the coast number ($1,069K) is 71% of the FIRE number. The earlier you can reach the coast threshold, the more compounding power works in your favor.

The return assumption is critical. At 5% real returns instead of 7%, the coast number at 35 for a $1.5M goal is $1,500,000 ÷ (1.05)^30 = $347,000 — nearly double the 7% calculation. The difference between optimistic and conservative return assumptions on the coast number is dramatic. Most financial planners recommend using 5–6% real returns for conservative planning and 7% as a best-case scenario, then targeting somewhere between the two calculations.

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Common Questions

What is the formula for the Coast FIRE number?expand_more
Coast Number = FIRE Number ÷ (1 + r)^n. Where r = expected real annual return (e.g., 0.07 for 7%) and n = years until target retirement. Example: $1.5M FIRE number, 30 years, 7% returns: $1.5M ÷ (1.07)^30 = $197,000. Once you have $197K invested, no further contributions are needed to reach $1.5M by retirement.
How do I calculate my personal Coast FIRE number?expand_more
Step 1: Calculate your FIRE number (annual spending × 25). Step 2: Count years to target retirement age. Step 3: Divide FIRE number by (1.07)^years. Example: $5,000/month spending = $60,000/year × 25 = $1.5M FIRE number. At age 35 targeting 65 (30 years): $1.5M ÷ (1.07)^30 = $197,000. Use the calculator above to automate this with your exact numbers.
Why is the Coast FIRE number so much smaller than the FIRE number?expand_more
Because of compound interest. A dollar invested today at 7% doubles every 10 years. $197K today becomes $394K in 10 years, $788K in 20 years, and $1.576M in 30 years — exceeding the $1.5M target. The coast number is small because compound interest does the heavy lifting. The earlier you reach it, the more compounding time works for you.
Does the Coast FIRE number change if I keep contributing?expand_more
Your coast threshold doesn't change, but your portfolio grows beyond it when you keep contributing — giving you a larger safety buffer and potentially moving you to full FIRE faster. Reaching the coast number means you can stop contributing; it doesn't mean you have to stop. Many people reach the coast threshold and continue investing (or capturing employer match), accelerating toward full FIRE.
What return rate should I use when calculating my Coast FIRE number?expand_more
Use 5–7% real returns (after inflation). At 7%: optimistic but historically supported for diversified stock portfolios over 30+ years. At 5%: conservative and more appropriate for mixed portfolios or shorter time horizons. Most planners recommend calculating your coast number at both 5% and 7%, targeting somewhere above the 5% calculation as a safety margin. The calculator uses 7% by default but you can adjust it.

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