Investment Return Calculator

Hitting your investment goals depends on many factors: your initial investment, annual contributions, rate of return and time horizon, not to mention inflation and tax rates.

Getting to your magic number might seem hard, but it requires no magic at all. It takes dedication to saving as you go, coupled with reinvesting and compounding.

Our investment return calculator will help guide you on how much you will need to put away each year and what type of return rate you need to aim for along the way. For more help on getting your portfolio to the right number at the right time, check out our “Five Steps to a Cash-Rich Retirement.”