Here’s how many Americans cashed in at least $500,000 for their retirement years

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It will come as no surprise to learn that millions of Americans are trying to put money away for retirement, with varying degrees of success. Unfortunately, the number of people left behind is shockingly high, putting millions at risk of not enjoying their retirement years.

  • 58.4% of Americans have less than $10,000 saved for retirement.

  • Only 7.2% of Americans have $500,000 or more saved for retirement.

  • If you’re thinking about retiring or know someone who is, there are three quick questions that make many Americans realize they may retire sooner than expected. take 5 minutes to learn more here

According to the Employee Benefit Research Institute, more than 50 percent of Americans have less than $10,000 saved for retirement. That’s a big concern, especially considering how shocking it is that a much smaller number have more than $500,000 stashed away for retirement.

When you look at the breakdown of the data provided by the research, there is no doubt that it will shock people of all income and savings levels. According to the study, it found that the following amounts are currently in Americans’ retirement accounts:

  • $0 to $9,999: 58.4%

  • $10,000 to $99,999: 20.5%

  • $100,000 to $499,999: 13.9%

  • $500,000 to $999,999: 4%

  • $1 million to $4.99 million: 3.1%

  • $5 million or more: 0.1%

With these numbers in mind, it’s critical to consider how you can grow your retirement savings.

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When the time comes, you should sit down with your spouse or a financial advisor and figure out how much you can save right away. This would include your current level of income, expenses, lifestyle choices, etc.

By knowing your financial position, you can consider maximizing your savings without completely sacrificing your quality of life. This could include creating a new budget focused on reducing discretionary spending that can instead be invested in savings.

As you look at what kind of financial injection you need to move from one level of savings to another, you need to think about what number you really need. As a general rule of thumb, you want to put away about 70-80% of your pre-retirement income for each year you consider yourself not working. This could mean setting a baseline where you put 10%, 20% or even 30% of your annual net income into a retirement account.

This is, understandably, a not-so-insignificant amount of money that goes back to creating a new budget and looking at where you can cut unnecessary expenses. You should try to set up savings benchmarks for different ages so you know how you’re progressing. In other words, turning 30 means you want to put X dollars away. By the time you turn 40, you want Y dollars set aside, and so on.

One of the most important factors that will help you move into a different savings space is understanding how your rate of return affects your growing retirement savings. You need to think about what kind of return you are comfortable with as some people are more risk averse and may want to set up a portfolio with a financial advisor looking to earn between 5-7% annually.

On the other hand, if you have the stomach to ride out market volatility, you can be more aggressive and look for a 10% annual return. Year to date in 2025, the S&P 500 is up 17%, so it’s not impossible to get a 10% return, but it comes with the downside of taking on more risk. This would mean that you are okay with market corrections and remain focused on long-term goals.

If you’re worried about timing and you may be closer to retirement than your first day of corporate life after college, you need to consider the role of time in your retirement planning. The bottom line is that the earlier you start, the more you will benefit from compound growth.

You can also consider what strategies are available to start later to recover, which directly relates to reducing expenses. This could also mean increasing the money you contribute to a 401(k) account and making sure you’re taking advantage of your employer match to maximize your savings opportunities right away.

You should already know some practical steps you can take to recover. First, make sure you automate your savings to ensure consistency and that your budget plan allows for these savings to be the first thing you put aside each pay period.

The second important consideration is to tap into any tax-advantaged accounts like a 401(k), traditional IRA, or even a Roth IRA to help you start catching up on retirement savings. Remember the importance of working with a qualified financial advisor who can create a personalized plan that’s right for you.

You might think that retirement is all about picking the best stocks or ETFs, but you’d be wrong. Even large investments can be a liability in retirement. It’s a simple difference between accumulation and distribution, and it makes all the difference.

The good news? After answering three quick questions, many Americans overhaul their portfolios and discover they can retire earlier than was expected. If you are considering retirement or know someone who is, take 5 minutes to learn more here.

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