Summit Benefit Solutions, Inc.
Megan Kroger
Director of Business Development
630 Lexington Ave.
Mansfield, OH 44907
419-756-3921
info@summitsolutionsinc.com
www.summitsolutionsinc.com
 
 




Reaching Your Investment Goal Calculator
Reaching Your Investment Goal Calculator

At a given rate of return, how long will it take for your portfolio to reach a specific amount? Saving more can help, but just how much of a difference would additional savings make?


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Additional amounts invested are assumed to be made at the end of each month (for monthly contributions) or year (for annual contributions).

Earnings are compounded monthly.

This calculator does not take into account the effect of federal or state taxes, or any investment fees or expenses.

This is a hypothetical example, intended for illustration purposes only; it does not reflect the performance of any specific investment or portfolio.



IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.