“How much do you make?” seems like a simple question — but the answer depends on whether you mean gross or net income. Using the wrong one in your budget or savings calculations can lead to serious miscalculations.
Gross income: what you earn before deductions
Gross income is your total income before any taxes, deductions, or withholdings. For an employee, it’s the number at the top of your paycheck — before Social Security, Medicare, federal income tax, state taxes, health insurance premiums, and 401(k) contributions are taken out.
For a self-employed person, gross income is total revenue before business expenses.
Examples of gross income:
- Annual salary of $80,000 → gross income is $80,000
- Hourly employee earning $25/hr × 2,080 hours → gross income is $52,000
- Freelancer invoicing $120,000, with $40,000 in expenses → gross income is $120,000
Gross income is used by:
- Lenders (mortgage qualification uses gross income for DTI calculations)
- Landlords (most require rent to be 30% or less of gross income)
- Financial benchmarks (the “save 15% of income” rule often refers to gross)
Net income: what you actually take home
Net income (also called “take-home pay”) is what hits your bank account after all deductions. For employees, this includes:
- Federal income tax withheld
- State and local income taxes
- Social Security (6.2%) and Medicare (1.45%)
- Health/dental/vision insurance premiums
- Pre-tax 401(k) contributions
- Any other voluntary deductions
Net income is what you actually have to spend.
For a $80,000 gross salary, net income might be $57,000-$62,000 depending on your tax situation, state, and deductions.
Why the difference matters
For budgeting: Always use net income as your baseline. The 50/30/20 rule and similar frameworks work best on what you actually receive. Building a budget around gross income and then being surprised when taxes are taken out is a common beginner mistake.
For savings rates: Here’s where it gets complicated. Different advisors mean different things when they say “save 15%”:
- 15% of gross income is the more common benchmark (used by Fidelity and many retirement calculators)
- 15% of net income is easier to work with in a day-to-day budget
On a $80,000 salary with $60,000 net income:
- 15% of gross = $12,000/year = $1,000/month
- 15% of net = $9,000/year = $750/month
The difference adds up significantly over time. Most retirement planning tools and our Retirement Calculator use gross income as the reference — check which convention your tools use.
For mortgage qualification: Lenders use gross income. If you earn $80,000 gross, a lender might approve a mortgage where PITI (principal, interest, taxes, insurance) is up to 28% of gross, or $22,400/year ($1,867/month). But your net income is $60,000 — that same payment is 37% of what you actually receive.
This is why mortgage affordability calculators reference gross income but you should stress-test those numbers against your actual take-home.
For the self-employed: it’s more complicated
Freelancers and business owners have two levels to consider:
- Business gross income: total revenue
- Business net income (profit): revenue minus legitimate business expenses
- Personal gross income: the profit you pay yourself
- Personal net income: after self-employment tax (15.3% on the first $168,600 in 2025), income taxes, and health insurance
A freelancer invoicing $120,000 with $30,000 in legitimate expenses has $90,000 in business net income. After self-employment tax ($12,600), federal income tax ($15,000), and state taxes (~$5,000), they might take home around $57,000.
Related tools:
- Hours to Salary Calculator — convert between hourly and annual compensation
- Calorie Calculator — unrelated but also uses similar gross/net thinking (BMR vs TDEE)
- Retirement Calculator — uses gross income as the standard reference point