50 / 30 / 20 plan

A popular budgeting plan recommended by financial advisors is "50 / 30 / 20", where you spend:

This is for retiring at a normal retirement age.  If you want to retire earlier, you should save more.

The 50/30/20 is based on after-tax income, so first we need to first figure that.  We base it on full-time income because you should be working full time.

Gross Income:  $20/hr. x 2000 hrs/year = $40,000

Social Security / Medicare taxes:  $40,000 x 7.625% = $3050.

Income taxes:  $40,000 - $14,600 not taxable = $25,400
   10% on first $11,600k = $1160
   12% on remaining $13,800k = $1656
    Total income taxes:  $1160 + $1656 = $2816

Total taxes:   $3050 + 2816 = $5866

After-tax income:  $40,000 - 5,866 = $34,134, รท 12 months = $2845

50 / 30 / 20