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Step 3 of 44% is not a permit

Hong Kong FIRE & Retirement Calculator

Test whether accessible savings last to your planning age. Keep locked MPF separate until 60 or 65, and treat 4% as one planning rate, not a guarantee.

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Pure client-side calculation; data stays on your device

Projected retirement assets

Runs out around age 86 歲

HK$11,047,408

Plan inputs

30 years old
60 years old
90
HK$ 500,000

Do not include MPF you cannot withdraw yet. Put that in the locked box below.

HK$ 0
65

Normal MPF withdrawal is 65. Age 60 is only the early-retirement ground after work has stopped and the statutory declaration is made.

HK$ 8,000
6%
4%

4% comes from a US 30-year backtest. A longer Hong Kong retirement often needs a lower rate. This is not an official safe rate.

HK$ 25,000
HK$ 0

Enter the expected amount at retirement. The model treats it as a fixed monthly income with no annual increase.

2.5%

Projected total retirement assets

60 at age

HK$11,047,408

Inflation-adjusted real value approx. HK$5,222,499

Years to retirement

30 years

Total contributions

HK$3,380,000

Investment growth

HK$7,667,408

Planning withdrawal / month

HK$36,825

4% planning rate, not a guarantee

4% target pot

HK$15,865,118

If the whole accessible pot were withdrawn at 4% a year, you would need this amount for HK$52,884 a month after inflation. It is a planning target, not a promise.

ShortfallHK$4,817,710

Retirement passive income vs. expenses

70%

Share of retirement expenses covered by the planning withdrawal plus other income

Wealth snowball curve
Accumulation phaseAfter retirement
Monthly top-up to close gap

HK$4,796

Extra monthly savings of HK$4,796 could close the gap before retirementHK$4,817,710 shortfall

Monthly income at different withdrawal rates
3% withdrawal
HK$27,619Insufficient
3.5% withdrawal
HK$32,222Insufficient
4% withdrawal
HK$36,825Insufficient
5% withdrawal
HK$46,031Insufficient

Assets may run out before your planning age

Assets are projected to run out at 86 歲. Consider increasing monthly savings, delaying retirement or reducing post-retirement spending.

Hong Kong FIRE: 4% is a starting point, not a permit

FIRE is a way to compare retirement spending with accessible assets. It is not an instruction to quit in your thirties. Housing, parents, healthcare and the MPF withdrawal age all make “annual spending × 25” too neat for Hong Kong. This page simulates the accumulation and drawdown years you enter, then checks whether the pot lasts to the planning age.

The 4% rule comes from a US historical backtest of about 30 years: take 4% in year one and adjust later withdrawals for inflation. It is not an official HKMA or MPFA safe rate. If work stops at 45 or 50, the money may need to last 40 to 50 years, so 3% or 3.5% is often more conservative. Choose a planning rate here and compare 3%, 3.5%, 4% and 5% together.

MPF is generally withdrawable at 65. Age 60 is only the early-retirement ground after all work has stopped and the statutory declaration is made. Locked MPF should not be treated as cash available today. This page keeps accessible savings separate and adds locked retirement assets only at the access age you enter.

An owner-occupied home does not pay the electricity bill unless you sell, let or use a reverse mortgage. Annuity, rent or other monthly income can be entered separately and is deducted from the portfolio draw; the model holds that amount flat. Trustee records and the MPFA rules remain decisive.

Related guide

How Hongkongers Can Plan for FIRE

Separate spending, the mortgage, healthcare and locked MPF, then compare 3%, 3.5% and 4% withdrawal rates.

Read the guide

References

FAQs

Can I use the 4% rule in Hong Kong?

Use it as a starting point, not an official safe rate. The original research is about a 30-year period. For an earlier retirement, a longer life or housing and medical costs, also test 3% and 3.5%.

Can MPF be counted as FIRE assets today?

Not if you cannot withdraw it yet. Normal access is 65; 60 requires having stopped work and the early-retirement declaration. This page adds locked assets only at the age you enter.

Should my home be included in the FIRE number?

Record the market value separately. Unless you sell, let or use a reverse mortgage, it does not produce monthly cash. Keep the accessible portfolio distinct from the home.

How is other retirement income treated?

Annuity, rent or other monthly income reduces the portfolio draw. The model holds that amount flat and does not inflate it each year.

Does a lasting result guarantee the money lasts?

No. Return, inflation and spending are assumptions, and early-market sequence risk is not simulated. MPFA, trustee and account records remain decisive.

Does FIRE mean I must stop working?

No. Many people only want less dependence on wages. This page measures whether cash flow covers spending, not whether you should resign.

A useful scenario to try

Test lower returns, higher inflation and retirement five years earlier instead of relying on one 4% rate.

Continue through the retirement and FIRE route
Topic guideMPF, FIRE and retirement guides

Client-side only: All data is calculated on your device and is not uploaded to any server. Results are for reference only and do not constitute professional financial or legal advice.