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Investment Calculator

Project future value from what you have invested today, monthly contributions, and an assumed annual return.

Includes, but is not limited to:

Brokerage accounts, direct stock investments, index funds, mutual funds, 401K's, and IRA's
10% or less
Good start if paying down high-interest debt or building an emergency fund.

15% - 20%
Strong range for financial independence and a comfortable retirement.

25% or more
Aggressive savings for early retirement, wealth building, or catching up after starting late.
Typical Returns:

4% - 6%
Bonds, Treasuries, CD's

6% - 8%
Balanced mutual and index funds

10% - 12%
S&P 500 and other stock-heavy funds

Assumes monthly compounding and a constant return. Inflation-adjusted value uses 3%.

Important disclaimers

  • This calculator is provided for informational and educational purposes only and does not constitute tax, legal, accounting, or financial advice.
  • Results are estimates based solely on the information entered, a constant annual return, and monthly compounding. Actual market returns, fees, taxes, and inflation will differ.

What's Next?

Key Notes

  • This projection assumes a constant return and monthly compounding. Markets do not move in a straight line.
  • Review fees, taxes, and how much you can actually contribute before treating this as a plan.
  • These figures are estimates only, based on the information you entered.

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